FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 120 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2019 | $8,675,000 | +13.1% | 266,228 | +7.8% | 0.06% | +3.8% |
Q3 2019 | $7,668,000 | +3.3% | 247,004 | +2.0% | 0.05% | -1.9% |
Q2 2019 | $7,424,000 | +0.7% | 242,102 | -0.9% | 0.05% | -3.6% |
Q1 2019 | $7,372,000 | +14.5% | 244,403 | +3.5% | 0.06% | -3.4% |
Q4 2018 | $6,437,000 | -28.5% | 236,213 | -21.7% | 0.06% | -22.7% |
Q3 2018 | $8,997,000 | -41.9% | 301,795 | -45.0% | 0.08% | -47.9% |
Q2 2018 | $15,485,000 | 0.0% | 548,497 | 0.0% | 0.14% | 0.0% |
Q1 2018 | $15,485,000 | -51.0% | 548,497 | -47.7% | 0.14% | -52.3% |
Q4 2017 | $31,578,000 | +8.7% | 1,049,455 | +4.9% | 0.30% | -4.1% |
Q3 2017 | $29,040,000 | +12.5% | 1,000,669 | +9.1% | 0.32% | +4.0% |
Q2 2017 | $25,812,000 | +399.8% | 917,448 | +411.0% | 0.30% | +366.2% |
Q1 2017 | $5,164,000 | +14.2% | 179,523 | +10.1% | 0.06% | +3.2% |
Q4 2016 | $4,520,000 | +4.6% | 163,010 | +2.9% | 0.06% | -3.1% |
Q3 2016 | $4,323,000 | +19.6% | 158,487 | +17.6% | 0.06% | +12.1% |
Q2 2016 | $3,616,000 | -3.9% | 134,776 | -8.2% | 0.06% | -12.1% |
Q1 2016 | $3,763,000 | +9.6% | 146,751 | +1.3% | 0.07% | +4.8% |
Q4 2015 | $3,432,000 | +6.5% | 144,808 | -0.5% | 0.06% | -4.5% |
Q3 2015 | $3,223,000 | -8.7% | 145,557 | -5.9% | 0.07% | +1.5% |
Q2 2015 | $3,529,000 | -3.0% | 154,648 | -1.0% | 0.06% | -7.1% |
Q1 2015 | $3,638,000 | +17.1% | 156,201 | +20.6% | 0.07% | +1.4% |
Q4 2014 | $3,106,000 | +106.1% | 129,531 | +101.2% | 0.07% | +68.3% |
Q3 2014 | $1,507,000 | +0.8% | 64,392 | +2.4% | 0.04% | 0.0% |
Q2 2014 | $1,495,000 | +17.5% | 62,864 | +11.2% | 0.04% | +10.8% |
Q1 2014 | $1,272,000 | -21.3% | 56,533 | -23.4% | 0.04% | -26.0% |
Q4 2013 | $1,616,000 | +1.3% | 73,760 | -3.6% | 0.05% | -7.4% |
Q3 2013 | $1,595,000 | +0.4% | 76,544 | -0.6% | 0.05% | -5.3% |
Q2 2013 | $1,589,000 | – | 76,985 | – | 0.06% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Spectrum Wealth Advisory Group, LLC | 255,088 | $8,675,523 | 11.50% |
Alpha Omega Group, Inc. | 161,774 | $5,501,934 | 10.19% |
AIFG Consultants Ltd. | 363,732 | $12,370,533 | 9.93% |
Kowal Investment Group, LLC | 1,023,026 | $34,793,116 | 9.31% |
Sterling Manor Financial, LLC | 299,870 | $10,198,574 | 8.61% |
Summit Financial Wealth Advisors, LLC | 824,616 | $28,045,178 | 6.48% |
HC Advisors, LLC | 298,991 | $10,168,684 | 5.90% |
Southland Equity Partners LLC | 403,530 | $13,724,059 | 4.63% |
TRUE Private Wealth Advisors | 892,778 | $30,363,368 | 4.48% |
HFG Advisors, Inc. | 122,834 | $4,177,581 | 4.41% |