FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 216 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $299,725 | -1.3% | 7,902 | +0.1% | 0.22% | -5.2% |
| Q1 2024 | $303,817 | +7.4% | 7,895 | +0.1% | 0.23% | -2.9% |
| Q4 2023 | $282,872 | +7.4% | 7,884 | +0.1% | 0.24% | -2.9% |
| Q3 2023 | $263,454 | -1.6% | 7,878 | +0.1% | 0.24% | +0.8% |
| Q2 2023 | $267,721 | -10.1% | 7,872 | -6.2% | 0.24% | -14.1% |
| Q1 2023 | $297,938 | -2.8% | 8,393 | +0.1% | 0.28% | -4.7% |
| Q4 2022 | $306,646 | +11.1% | 8,387 | -2.3% | 0.30% | +2.1% |
| Q3 2022 | $276,000 | -16.9% | 8,582 | -9.0% | 0.29% | -7.0% |
| Q2 2022 | $332,000 | -5.9% | 9,428 | +0.0% | 0.31% | +24.7% |
| Q1 2022 | $353,000 | +5.4% | 9,425 | +0.1% | 0.25% | +12.6% |
| Q4 2021 | $335,000 | +8.8% | 9,419 | +0.0% | 0.22% | -18.6% |
| Q3 2021 | $308,000 | -1.3% | 9,416 | +0.1% | 0.27% | +1.1% |
| Q2 2021 | $312,000 | – | 9,411 | – | 0.27% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Spectrum Wealth Advisory Group, LLC | 255,088 | $8,675,523 | 11.50% |
| Alpha Omega Group, Inc. | 161,774 | $5,501,934 | 10.19% |
| AIFG Consultants Ltd. | 363,732 | $12,370,533 | 9.93% |
| Kowal Investment Group, LLC | 1,023,026 | $34,793,116 | 9.31% |
| Sterling Manor Financial, LLC | 299,870 | $10,198,574 | 8.61% |
| Summit Financial Wealth Advisors, LLC | 824,616 | $28,045,178 | 6.48% |
| HC Advisors, LLC | 298,991 | $10,168,684 | 5.90% |
| Southland Equity Partners LLC | 403,530 | $13,724,059 | 4.63% |
| TRUE Private Wealth Advisors | 892,778 | $30,363,368 | 4.48% |
| HFG Advisors, Inc. | 122,834 | $4,177,581 | 4.41% |