FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 286 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $233,043 | -36.7% | 6,852 | -34.0% | 0.11% | -36.3% |
| Q1 2023 | $368,374 | +52.6% | 10,377 | +57.2% | 0.17% | +83.9% |
| Q4 2022 | $241,367 | +10.7% | 6,602 | -2.9% | 0.09% | -25.6% |
| Q3 2022 | $218,000 | +1.4% | 6,796 | -29.4% | 0.12% | +135.8% |
| Q1 2020 | $215,000 | -31.1% | 9,620 | +0.4% | 0.05% | -15.9% |
| Q4 2019 | $312,000 | +15.1% | 9,582 | +9.7% | 0.06% | +5.0% |
| Q3 2019 | $271,000 | +9.3% | 8,731 | +7.9% | 0.06% | -14.3% |
| Q2 2019 | $248,000 | -4.2% | 8,093 | -5.9% | 0.07% | -11.4% |
| Q1 2019 | $259,000 | +151.5% | 8,601 | +156.3% | 0.08% | +203.8% |
| Q4 2017 | $103,000 | – | 3,356 | – | 0.03% | – |
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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% |