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 | $249,128 | -2.5% | 7,450 | -0.8% | 0.02% | 0.0% |
| Q2 2023 | $255,449 | +16.5% | 7,511 | +21.6% | 0.02% | +7.1% |
| Q1 2023 | $219,248 | +95641.5% | 6,176 | -1.3% | 0.01% | -6.7% |
| Q4 2022 | $229 | -99.9% | 6,259 | -7.0% | 0.02% | 0.0% |
| Q3 2022 | $216,000 | -64.3% | 6,732 | -60.8% | 0.02% | -64.3% |
| Q2 2022 | $605,000 | -42.0% | 17,180 | -38.4% | 0.04% | -36.4% |
| Q1 2022 | $1,044,000 | -19.3% | 27,882 | -23.3% | 0.07% | -19.5% |
| Q4 2021 | $1,293,000 | +25.0% | 36,367 | +15.3% | 0.08% | +13.9% |
| Q3 2021 | $1,034,000 | – | 31,551 | – | 0.07% | – |
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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% |