FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 286 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $377,237 | -1.7% | 11,281 | 0.0% | 0.15% | -5.6% |
| Q2 2023 | $383,667 | -18.7% | 11,281 | -15.1% | 0.16% | -29.6% |
| Q1 2023 | $471,792 | -64.4% | 13,290 | -63.4% | 0.23% | -64.8% |
| Q4 2022 | $1,326,524 | -93.1% | 36,283 | -93.9% | 0.65% | -94.0% |
| Q3 2022 | $19,233,000 | +1378.3% | 598,591 | +1407.4% | 10.84% | +1628.1% |
| Q3 2021 | $1,301,000 | -5.2% | 39,710 | -4.1% | 0.63% | -6.0% |
| Q2 2021 | $1,373,000 | +9.0% | 41,390 | +7.3% | 0.67% | -4.2% |
| Q1 2021 | $1,260,000 | +223.1% | 38,565 | +192.6% | 0.70% | +202.6% |
| Q4 2020 | $390,000 | -82.8% | 13,180 | -81.1% | 0.23% | -92.1% |
| Q4 2019 | $2,267,000 | – | 69,583 | – | 2.91% | – |
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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% |