FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 203 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $263,580 | -1.7% | 7,882 | 0.0% | 0.08% | -12.5% |
| Q2 2023 | $268,073 | -3.8% | 7,882 | +0.4% | 0.09% | +3.5% |
| Q1 2023 | $278,569 | -2.9% | 7,847 | 0.0% | 0.08% | +1.2% |
| Q4 2022 | $286,886 | +13.8% | 7,847 | 0.0% | 0.08% | +12.0% |
| Q3 2022 | $252,000 | -15.7% | 7,847 | -7.5% | 0.08% | -10.7% |
| Q2 2022 | $299,000 | -5.1% | 8,482 | +0.7% | 0.08% | +6.3% |
| Q1 2022 | $315,000 | -33.0% | 8,425 | -36.0% | 0.08% | -43.2% |
| Q4 2021 | $470,000 | +9.6% | 13,160 | +0.5% | 0.14% | -4.1% |
| Q3 2021 | $429,000 | -0.9% | 13,099 | +0.3% | 0.14% | 0.0% |
| Q2 2021 | $433,000 | -2.5% | 13,058 | -3.7% | 0.14% | -19.4% |
| Q1 2021 | $444,000 | +2.1% | 13,566 | -7.8% | 0.18% | -1.6% |
| Q4 2020 | $435,000 | – | 14,712 | – | 0.18% | – |
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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% |