FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 234 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,956,377 | +19.3% | 58,754 | +21.6% | 0.10% | -53.6% |
| Q2 2023 | $1,640,100 | -20.8% | 48,309 | -17.1% | 0.21% | +102.9% |
| Q1 2023 | $2,071,908 | -5.8% | 58,270 | -3.1% | 0.10% | +2.0% |
| Q4 2022 | $2,199,342 | +94.6% | 60,157 | +71.1% | 0.10% | +50.0% |
| Q3 2022 | $1,130,000 | +5.8% | 35,168 | +16.0% | 0.07% | +9.7% |
| Q2 2022 | $1,068,000 | -8.8% | 30,326 | -3.0% | 0.06% | +44.2% |
| Q1 2022 | $1,171,000 | +11.3% | 31,276 | +5.7% | 0.04% | +13.2% |
| Q4 2021 | $1,052,000 | – | 29,597 | – | 0.04% | – |
Download | ||||||
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% |