FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 87 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $1,478,000 | +3.6% | 61,694 | +1.2% | 0.03% | 0.0% |
| Q3 2014 | $1,427,000 | +2.7% | 60,948 | +4.2% | 0.03% | +4.0% |
| Q2 2014 | $1,390,000 | +15.1% | 58,477 | +9.0% | 0.02% | +8.7% |
| Q1 2014 | $1,208,000 | +25.1% | 53,660 | +21.7% | 0.02% | +43.8% |
| Q4 2013 | $966,000 | +13.9% | 44,082 | +8.3% | 0.02% | 0.0% |
| Q3 2013 | $848,000 | +2.8% | 40,700 | +1.9% | 0.02% | -11.1% |
| Q2 2013 | $825,000 | – | 39,948 | – | 0.02% | – |
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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% |