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 | $861,682 | +2.5% | 25,768 | +4.2% | 0.11% | +6.5% |
| Q2 2023 | $841,067 | +5.2% | 24,730 | +9.8% | 0.11% | -1.8% |
| Q1 2023 | $799,709 | +16.9% | 22,527 | +20.4% | 0.11% | +14.7% |
| Q4 2022 | $684,220 | +89.0% | 18,715 | +66.0% | 0.10% | +72.7% |
| Q3 2022 | $362,000 | -4.7% | 11,276 | +4.6% | 0.06% | -6.8% |
| Q2 2022 | $380,000 | -0.8% | 10,776 | +5.4% | 0.06% | +13.5% |
| Q1 2022 | $383,000 | +5.2% | 10,226 | 0.0% | 0.05% | +2.0% |
| Q4 2021 | $364,000 | +8.7% | 10,226 | 0.0% | 0.05% | 0.0% |
| Q3 2021 | $335,000 | -1.2% | 10,226 | 0.0% | 0.05% | 0.0% |
| Q2 2021 | $339,000 | +56.2% | 10,226 | +54.1% | 0.05% | +45.7% |
| Q1 2021 | $217,000 | +0.5% | 6,638 | +0.2% | 0.04% | -22.2% |
| Q4 2019 | $216,000 | +4.9% | 6,628 | 0.0% | 0.04% | -2.2% |
| Q3 2019 | $206,000 | – | 6,628 | – | 0.05% | – |
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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% |