FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 345 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $476,515 | -1.4% | 12,563 | 0.0% | 0.25% | -9.0% |
| Q1 2024 | $483,424 | +13.2% | 12,563 | +5.6% | 0.28% | -0.7% |
| Q4 2023 | $427,044 | +7.3% | 11,902 | 0.0% | 0.28% | -17.5% |
| Q3 2023 | $398,003 | -1.7% | 11,902 | 0.0% | 0.34% | +13.4% |
| Q2 2023 | $404,788 | -4.2% | 11,902 | 0.0% | 0.30% | -14.9% |
| Q1 2023 | $422,524 | -2.9% | 11,902 | 0.0% | 0.35% | -5.4% |
| Q4 2022 | $435,137 | +13.9% | 11,902 | 0.0% | 0.37% | +7.6% |
| Q3 2022 | $382,000 | -8.8% | 11,902 | 0.0% | 0.34% | -5.2% |
| Q2 2022 | $419,000 | -4.1% | 11,902 | +1.5% | 0.36% | +13.1% |
| Q1 2022 | $437,000 | +5.0% | 11,722 | 0.0% | 0.32% | -0.9% |
| Q4 2021 | $416,000 | – | 11,722 | – | 0.32% | – |
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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% |