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 | $6,249,393 | -2.7% | 186,884 | -1.0% | 3.83% | +2.6% |
| Q2 2023 | $6,419,889 | -6.6% | 188,765 | -2.5% | 3.74% | -12.9% |
| Q1 2023 | $6,869,990 | +3.1% | 193,521 | +6.2% | 4.29% | -4.7% |
| Q4 2022 | $6,661,825 | +28.5% | 182,216 | +12.9% | 4.50% | -4.1% |
| Q3 2022 | $5,186,000 | -8.1% | 161,412 | +0.7% | 4.69% | -14.7% |
| Q2 2022 | $5,646,000 | -2.2% | 160,318 | +4.0% | 5.50% | +20.6% |
| Q1 2022 | $5,772,000 | +24.0% | 154,178 | +17.8% | 4.56% | +18.7% |
| Q4 2021 | $4,653,000 | – | 130,852 | – | 3.84% | – |
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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% |