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 | $2,069,585 | +470.7% | 59,131 | +468.7% | 0.00% | – |
| Q2 2023 | $362,630 | +43.2% | 10,398 | +53.9% | 0.00% | – |
| Q4 2022 | $253,154 | +16.7% | 6,758 | +21.0% | 0.00% | – |
| Q2 2022 | $217,000 | -4.0% | 5,583 | -6.7% | 0.00% | – |
| Q1 2022 | $226,000 | -12.1% | 5,987 | -17.3% | 0.00% | – |
| Q4 2021 | $257,000 | -13.5% | 7,243 | -18.7% | 0.00% | – |
| Q3 2021 | $297,000 | +12.1% | 8,912 | +11.6% | 0.00% | – |
| Q2 2021 | $265,000 | +409.6% | 7,988 | +402.1% | 0.00% | – |
| Q1 2021 | $52,000 | +477.8% | 1,591 | +468.2% | 0.00% | – |
| Q2 2019 | $9,000 | +12.5% | 280 | 0.0% | 0.00% | – |
| Q1 2019 | $8,000 | -80.5% | 280 | -81.2% | 0.00% | – |
| Q4 2018 | $41,000 | -6.8% | 1,487 | 0.0% | 0.00% | – |
| Q3 2018 | $44,000 | +2.3% | 1,487 | 0.0% | 0.00% | – |
| Q2 2018 | $43,000 | +207.1% | 1,487 | +198.6% | 0.00% | – |
| Q4 2016 | $14,000 | 0.0% | 498 | 0.0% | 0.00% | – |
| Q3 2016 | $14,000 | +7.7% | 498 | 0.0% | 0.00% | – |
| Q2 2016 | $13,000 | 0.0% | 498 | 0.0% | 0.00% | – |
| Q1 2016 | $13,000 | +8.3% | 498 | 0.0% | 0.00% | – |
| Q4 2015 | $12,000 | +9.1% | 498 | 0.0% | 0.00% | – |
| Q3 2015 | $11,000 | 0.0% | 498 | 0.0% | 0.00% | – |
| Q2 2015 | $11,000 | -8.3% | 498 | 0.0% | 0.00% | – |
| Q1 2015 | $12,000 | – | 498 | – | 0.00% | – |
Download | ||||||
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% |