FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 161 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2019 | $397,000 | +10.6% | 13,169 | 0.0% | 0.05% | +11.4% |
Q4 2018 | $359,000 | -8.7% | 13,169 | 0.0% | 0.04% | +7.3% |
Q3 2018 | $393,000 | +4.2% | 13,169 | 0.0% | 0.04% | -4.7% |
Q2 2018 | $377,000 | +1.3% | 13,169 | 0.0% | 0.04% | 0.0% |
Q1 2018 | $372,000 | -6.1% | 13,169 | 0.0% | 0.04% | +4.9% |
Q4 2017 | $396,000 | +3.7% | 13,169 | 0.0% | 0.04% | 0.0% |
Q3 2017 | $382,000 | +3.2% | 13,169 | 0.0% | 0.04% | +2.5% |
Q2 2017 | $370,000 | -2.4% | 13,169 | 0.0% | 0.04% | -7.0% |
Q1 2017 | $379,000 | +3.6% | 13,169 | 0.0% | 0.04% | +10.3% |
Q4 2016 | $366,000 | – | 13,169 | – | 0.04% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
HC Advisors, LLC | 279,665 | $10,471,000 | 6.64% |
Southland Equity Partners LLC | 391,065 | $14,641,472 | 6.09% |
Key Client Fiduciary Advisors, LLC | 154,178 | $5,772,000 | 4.56% |
HFG Advisors, Inc. | 82,506 | $3,089,000 | 3.53% |
Fulcrum Equity Management | 158,515 | $5,935,000 | 3.52% |
Harvest Investment Services, LLC | 100,927 | $3,778,000 | 2.26% |
ICA Group Wealth Management, LLC | 297,745 | $11,502,000 | 2.19% |
PROVENCE WEALTH MANAGEMENT GROUP | 50,548 | $1,893,000 | 2.16% |
Total Clarity Wealth Management, Inc. | 75,761 | $2,836,000 | 1.56% |
Leelyn Smith, LLC | 141,278 | $5,289,000 | 1.38% |