FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 118 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $451,741 | -1.6% | 13,509 | +0.1% | 0.02% | +5.6% |
| Q2 2023 | $459,181 | -4.2% | 13,501 | +0.0% | 0.02% | -5.3% |
| Q1 2023 | $479,125 | +97085.6% | 13,496 | +0.0% | 0.02% | -9.5% |
| Q4 2022 | $493 | -99.9% | 13,490 | +0.0% | 0.02% | +5.0% |
| Q3 2022 | $433,000 | +11.9% | 13,484 | +22.8% | 0.02% | +17.6% |
| Q2 2022 | $387,000 | -37.2% | 10,980 | -51.4% | 0.02% | -58.5% |
| Q4 2018 | $616,000 | -14.6% | 22,604 | -6.5% | 0.04% | 0.0% |
| Q3 2018 | $721,000 | +4.3% | 24,175 | +0.1% | 0.04% | -4.7% |
| Q2 2018 | $691,000 | -49.3% | 24,157 | -50.0% | 0.04% | +4.9% |
| Q1 2018 | $1,362,000 | +87.6% | 48,282 | +100.2% | 0.04% | -2.4% |
| Q4 2017 | $726,000 | -53.3% | 24,122 | -55.0% | 0.04% | -55.8% |
| Q3 2017 | $1,554,000 | +3.2% | 53,554 | +0.0% | 0.10% | +1.1% |
| Q2 2017 | $1,506,000 | -2.3% | 53,534 | +0.0% | 0.09% | -5.1% |
| Q1 2017 | $1,542,000 | +3.8% | 53,516 | +0.0% | 0.10% | -1.0% |
| Q4 2016 | $1,485,000 | +1.8% | 53,493 | -0.0% | 0.10% | 0.0% |
| Q3 2016 | $1,459,000 | +1.7% | 53,496 | +0.0% | 0.10% | 0.0% |
| Q2 2016 | $1,435,000 | +4.7% | 53,480 | +0.0% | 0.10% | -1.0% |
| Q1 2016 | $1,371,000 | +5.9% | 53,466 | -2.1% | 0.10% | -1.0% |
| Q4 2015 | $1,295,000 | +7.1% | 54,635 | +0.0% | 0.10% | +2.0% |
| Q3 2015 | $1,209,000 | -2.9% | 54,619 | +0.0% | 0.10% | +1.0% |
| Q2 2015 | $1,245,000 | -2.0% | 54,602 | +0.0% | 0.10% | -2.9% |
| Q1 2015 | $1,271,000 | -2.8% | 54,586 | +0.0% | 0.10% | -7.3% |
| Q4 2014 | $1,308,000 | +2.4% | 54,569 | +0.0% | 0.11% | -6.0% |
| Q3 2014 | $1,277,000 | -1.5% | 54,554 | +0.0% | 0.12% | -3.3% |
| Q2 2014 | $1,297,000 | +1.7% | 54,540 | -3.7% | 0.12% | -8.3% |
| Q1 2014 | $1,275,000 | -19.1% | 56,642 | -21.2% | 0.13% | -22.8% |
| Q4 2013 | $1,576,000 | +5.2% | 71,910 | +0.0% | 0.17% | -4.5% |
| Q3 2013 | $1,498,000 | -0.3% | 71,888 | -1.3% | 0.18% | -1.6% |
| Q2 2013 | $1,503,000 | – | 72,842 | – | 0.18% | – |
Download | ||||||
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% |