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 | $28,759 | +15.0% | 860 | -21.8% | 0.00% | -50.0% |
| Q1 2020 | $25,000 | -30.6% | 1,100 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $36,000 | +5.9% | 1,100 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $34,000 | 0.0% | 1,100 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $34,000 | +3.0% | 1,100 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $33,000 | +10.0% | 1,100 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $30,000 | -9.1% | 1,100 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $33,000 | +6.5% | 1,100 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $31,000 | 0.0% | 1,100 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $31,000 | -6.1% | 1,100 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $33,000 | +3.1% | 1,100 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $32,000 | +3.2% | 1,100 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $31,000 | -3.1% | 1,100 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $32,000 | +3.2% | 1,100 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $31,000 | +3.3% | 1,100 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $30,000 | – | 1,100 | – | 0.00% | – |
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% |