FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 349 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $451,106 | +49.0% | 13,490 | +51.6% | 0.12% | +36.4% |
| Q2 2023 | $302,689 | -6.6% | 8,900 | -2.5% | 0.09% | -9.3% |
| Q1 2023 | $324,044 | +103.0% | 9,128 | +109.2% | 0.10% | +90.2% |
| Q4 2022 | $159,642 | +9.2% | 4,363 | +7.9% | 0.05% | +6.2% |
| Q3 2022 | $146,231 | +169.8% | 4,044 | +162.8% | 0.05% | +166.7% |
| Q2 2022 | $54,204 | +77.0% | 1,539 | +88.1% | 0.02% | +80.0% |
| Q1 2022 | $30,626 | +5.4% | 818 | 0.0% | 0.01% | +11.1% |
| Q4 2021 | $29,064 | +2.6% | 818 | -2.5% | 0.01% | -10.0% |
| Q3 2021 | $28,341 | +16.1% | 839 | +14.0% | 0.01% | -9.1% |
| Q2 2021 | $24,420 | -17.1% | 736 | -18.2% | 0.01% | -31.2% |
| Q1 2021 | $29,448 | +10.6% | 900 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $26,631 | – | 900 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Spectrum Wealth Advisory Group, LLC | 259,140 | $8,665,626 | 11.99% |
| Alpha Omega Group, Inc. | 168,882 | $5,647,414 | 10.70% |
| Sterling Manor Financial, LLC | 341,544 | $11,421,227 | 10.34% |
| Kowal Investment Group, LLC | 1,080,205 | $36,122,056 | 9.75% |
| AIFG Consultants Ltd. | 334,571 | $11,188,068 | 9.28% |
| Summit Financial Wealth Advisors, LLC | 752,103 | $24,856,996 | 6.10% |
| HC Advisors, LLC | 305,121 | $10,203,246 | 6.06% |
| Southland Equity Partners LLC | 407,741 | $13,634,865 | 4.69% |
| HFG Advisors, Inc. | 119,163 | $3,984,814 | 4.36% |
| TRUE Private Wealth Advisors | 892,276 | $29,837,725 | 4.14% |