FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 337 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,197,925 | +16.6% | 275,081 | +18.6% | 2.58% | +30.7% |
| Q2 2023 | $7,887,058 | +7.4% | 231,904 | +12.1% | 1.98% | +12.8% |
| Q1 2023 | $7,343,849 | -11.1% | 206,866 | -8.4% | 1.75% | -9.7% |
| Q4 2022 | $8,260,661 | -20.0% | 225,933 | -29.7% | 1.94% | -11.5% |
| Q3 2022 | $10,320,000 | -12.6% | 321,202 | +2.3% | 2.19% | -0.8% |
| Q2 2022 | $11,805,000 | +2.6% | 314,042 | +5.5% | 2.21% | +1.0% |
| Q1 2022 | $11,502,000 | – | 297,745 | – | 2.19% | – |
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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% |