FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 345 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $91 | -1.1% | 2,391 | 0.0% | 0.05% | -14.5% |
| Q1 2024 | $92 | +7.0% | 2,391 | 0.0% | 0.06% | -5.2% |
| Q4 2023 | $86 | +7.5% | 2,391 | 0.0% | 0.06% | -3.3% |
| Q3 2023 | $80 | 0.0% | 2,391 | +1.1% | 0.06% | 0.0% |
| Q2 2023 | $80 | -3.6% | 2,365 | +1.3% | 0.06% | -11.8% |
| Q1 2023 | $83 | -2.4% | 2,334 | +0.9% | 0.07% | -9.3% |
| Q4 2022 | $85 | -99.9% | 2,313 | +1.0% | 0.08% | +4.2% |
| Q3 2022 | $74,000 | -7.5% | 2,289 | +1.2% | 0.07% | -1.4% |
| Q2 2022 | $80,000 | -4.8% | 2,261 | +0.7% | 0.07% | +9.0% |
| Q1 2022 | $84,000 | – | 2,246 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Spectrum Wealth Advisory Group, LLC | 255,088 | $8,675,523 | 11.50% |
| Alpha Omega Group, Inc. | 161,774 | $5,501,934 | 10.19% |
| AIFG Consultants Ltd. | 363,732 | $12,370,533 | 9.93% |
| Kowal Investment Group, LLC | 1,023,026 | $34,793,116 | 9.31% |
| Sterling Manor Financial, LLC | 299,870 | $10,198,574 | 8.61% |
| Summit Financial Wealth Advisors, LLC | 824,616 | $28,045,178 | 6.48% |
| HC Advisors, LLC | 298,991 | $10,168,684 | 5.90% |
| Southland Equity Partners LLC | 403,530 | $13,724,059 | 4.63% |
| TRUE Private Wealth Advisors | 892,778 | $30,363,368 | 4.48% |
| HFG Advisors, Inc. | 122,834 | $4,177,581 | 4.41% |