FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 279 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,634,865 | -0.6% | 407,741 | +1.0% | 4.69% | +1.2% |
| Q2 2023 | $13,724,059 | -2.8% | 403,530 | +1.5% | 4.63% | -16.5% |
| Q1 2023 | $14,113,064 | -2.8% | 397,551 | +0.1% | 5.55% | -1.0% |
| Q4 2022 | $14,526,712 | +13.3% | 397,339 | -0.5% | 5.60% | -11.1% |
| Q3 2022 | $12,826,674 | -8.1% | 399,212 | +0.8% | 6.30% | -1.1% |
| Q2 2022 | $13,952,261 | -4.7% | 396,146 | +1.3% | 6.37% | +4.5% |
| Q1 2022 | $14,641,472 | +7.9% | 391,065 | +2.5% | 6.09% | +9.4% |
| Q4 2021 | $13,571,362 | +9.0% | 381,647 | +0.4% | 5.57% | -2.6% |
| Q3 2021 | $12,451,862 | +7.4% | 380,093 | +8.7% | 5.72% | +4.4% |
| Q2 2021 | $11,598,035 | +30.0% | 349,549 | +28.2% | 5.47% | +8.1% |
| Q1 2021 | $8,919,388 | +36.8% | 272,597 | +23.7% | 5.06% | +15.2% |
| Q4 2020 | $6,519,093 | – | 220,314 | – | 4.40% | – |
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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% |