FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 206 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,414,785 | -19.4% | 72,212 | -18.0% | 0.02% | -18.2% |
| Q2 2023 | $2,995,287 | -23.4% | 88,071 | -20.0% | 0.02% | -29.0% |
| Q1 2023 | $3,909,820 | +57.3% | 110,136 | +62.0% | 0.03% | +55.0% |
| Q4 2022 | $2,485,000 | +30.6% | 67,973 | +14.8% | 0.02% | +17.6% |
| Q3 2022 | $1,903,000 | +32.5% | 59,228 | +45.3% | 0.02% | +41.7% |
| Q2 2022 | $1,436,000 | +58.1% | 40,776 | +68.0% | 0.01% | +100.0% |
| Q1 2022 | $908,000 | +5.2% | 24,265 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $863,000 | +33.6% | 24,265 | +23.0% | 0.01% | +20.0% |
| Q3 2021 | $646,000 | -0.3% | 19,730 | +1.0% | 0.01% | 0.0% |
| Q2 2021 | $648,000 | -4.6% | 19,525 | -5.9% | 0.01% | -16.7% |
| Q1 2021 | $679,000 | +10.6% | 20,750 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $614,000 | – | 20,750 | – | 0.01% | – |
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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% |