FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 210 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| Sterling Manor Financial, LLC | 317,149 | $11,170,000 | 13.68% |
| Spectrum Wealth Advisory Group, LLC | 244,066 | $8,596,000 | 9.58% |
| HC Advisors, LLC | 283,692 | $9,992,000 | 7.12% |
| Southland Equity Partners LLC | 396,146 | $13,952,261 | 6.37% |
| Key Client Fiduciary Advisors, LLC | 160,318 | $5,646,000 | 5.50% |
| HFG Advisors, Inc. | 82,380 | $2,901,000 | 3.92% |
| Pacific Wealth Management | 92,436 | $3,256,000 | 3.59% |
| Harvest Investment Services, LLC | 103,358 | $3,640,000 | 2.79% |
| Teamwork Financial Advisors, LLC | 360,687 | $12,703,000 | 2.77% |
| Fulcrum Equity Management | 86,161 | $3,035,000 | 2.45% |