FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 173 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q1 2019. 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 ↓ |
|---|---|---|---|
| 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% |