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 | $9,696,653 | -3.4% | 289,972 | -1.8% | 0.49% | -2.0% |
| Q2 2023 | $10,038,774 | +10.8% | 295,171 | +15.6% | 0.50% | +0.4% |
| Q1 2023 | $9,062,283 | +17.5% | 255,276 | +21.0% | 0.50% | +5.1% |
| Q4 2022 | $7,713,282 | +138.5% | 210,976 | +129.8% | 0.47% | +116.1% |
| Q3 2022 | $3,234,000 | 0.0% | 91,812 | 0.0% | 0.22% | 0.0% |
| Q2 2022 | $3,234,000 | +23.5% | 91,812 | +24.7% | 0.22% | +39.7% |
| Q4 2021 | $2,618,000 | -8.3% | 73,616 | -15.5% | 0.16% | +71.4% |
| Q3 2021 | $2,855,000 | -1.5% | 87,135 | -0.3% | 0.09% | -1.1% |
| Q2 2021 | $2,899,000 | -7.1% | 87,358 | -8.4% | 0.09% | -17.9% |
| Q1 2021 | $3,121,000 | – | 95,375 | – | 0.11% | – |
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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% |