FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 67 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2014 | $17,063,000 | +9.1% | 729,167 | +10.8% | 0.01% | +8.3% |
| Q2 2014 | $15,643,000 | +9.9% | 657,818 | +4.0% | 0.01% | -7.7% |
| Q1 2014 | $14,238,000 | -12.1% | 632,518 | -14.5% | 0.01% | -13.3% |
| Q4 2013 | $16,200,000 | +26.3% | 739,390 | +20.1% | 0.02% | +15.4% |
| Q3 2013 | $12,826,000 | -12.5% | 615,471 | -13.4% | 0.01% | -23.5% |
| Q2 2013 | $14,666,000 | – | 710,908 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Spectrum Wealth Advisory Group, LLC | 259,140 | $8,665,626 | 11.99% |
| Alpha Omega Group, Inc. | 168,882 | $5,647,414 | 10.70% |
| Sterling Manor Financial, LLC | 341,544 | $11,421,227 | 10.34% |
| Kowal Investment Group, LLC | 1,080,205 | $36,122,056 | 9.75% |
| AIFG Consultants Ltd. | 334,571 | $11,188,068 | 9.28% |
| Summit Financial Wealth Advisors, LLC | 752,103 | $24,856,996 | 6.10% |
| HC Advisors, LLC | 305,121 | $10,203,246 | 6.06% |
| Southland Equity Partners LLC | 407,741 | $13,634,865 | 4.69% |
| HFG Advisors, Inc. | 119,163 | $3,984,814 | 4.36% |
| TRUE Private Wealth Advisors | 892,276 | $29,837,725 | 4.14% |