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 | $106,767 | -0.7% | 3,193 | +1.0% | 0.05% | 0.0% |
| Q2 2023 | $107,490 | -14.1% | 3,161 | -10.4% | 0.05% | -12.9% |
| Q1 2023 | $125,206 | +18.4% | 3,527 | +21.9% | 0.06% | +12.7% |
| Q4 2022 | $105,755 | +13.7% | 2,893 | -0.4% | 0.06% | +1.9% |
| Q3 2022 | $93,000 | 0.0% | 2,906 | +10.2% | 0.05% | +1.9% |
| Q2 2022 | $93,000 | +13.4% | 2,638 | +20.7% | 0.05% | +20.5% |
| Q1 2022 | $82,000 | – | 2,186 | – | 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% |