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 | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $9,077,000,000 | +274.8% | 353,833 | +246.1% | 0.04% | +250.0% |
| Q4 2015 | $2,422,000,000 | +52678.4% | 102,223 | -50.7% | 0.01% | -50.0% |
| Q3 2015 | $4,589,000 | -99.9% | 207,246 | +0.4% | 0.02% | +5.3% |
| Q2 2015 | $4,706,377,000 | -0.8% | 206,420 | +1.3% | 0.02% | -5.0% |
| Q1 2015 | $4,745,359,000 | +0.4% | 203,838 | +3.4% | 0.02% | 0.0% |
| Q4 2014 | $4,727,061,000 | -7.5% | 197,207 | -9.7% | 0.02% | -13.0% |
| Q3 2014 | $5,109,814,000 | -34.4% | 218,368 | -33.4% | 0.02% | -32.4% |
| Q2 2014 | $7,794,850,000 | +56.4% | 327,790 | +48.1% | 0.03% | +47.8% |
| Q1 2014 | $4,982,540,000 | +10.6% | 221,348 | +7.7% | 0.02% | +4.5% |
| Q4 2013 | $4,504,057,000 | +38.7% | 205,571 | +31.9% | 0.02% | +22.2% |
| Q3 2013 | $3,247,767,000 | +6.1% | 155,843 | +5.0% | 0.02% | 0.0% |
| Q2 2013 | $3,061,654,000 | – | 148,407 | – | 0.02% | – |
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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% |