FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 138 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $6,577,000 | -32.8% | 226,644 | -34.8% | 0.04% | -37.1% |
| Q2 2017 | $9,784,000 | -8.4% | 347,819 | -6.2% | 0.06% | -13.9% |
| Q1 2017 | $10,682,000 | -4.6% | 370,779 | -8.1% | 0.07% | -13.3% |
| Q4 2016 | $11,202,000 | -3.5% | 403,615 | -5.2% | 0.08% | -9.8% |
| Q3 2016 | $11,607,000 | -2.3% | 425,650 | -3.9% | 0.09% | -8.0% |
| Q2 2016 | $11,882,000 | +38.7% | 442,854 | +32.6% | 0.10% | +31.6% |
| Q1 2016 | $8,566,000 | +48.5% | 333,960 | +37.2% | 0.08% | +38.2% |
| Q4 2015 | $5,768,000 | +8.5% | 243,362 | +1.3% | 0.06% | -1.8% |
| Q3 2015 | $5,317,000 | -22.5% | 240,140 | -20.2% | 0.06% | -17.6% |
| Q2 2015 | $6,862,000 | -10.1% | 300,949 | -8.2% | 0.07% | -13.9% |
| Q1 2015 | $7,633,000 | +4.0% | 327,858 | +7.1% | 0.08% | -3.7% |
| Q4 2014 | $7,338,000 | +2.2% | 306,141 | -0.2% | 0.08% | -5.7% |
| Q3 2014 | $7,178,000 | +4.0% | 306,744 | +5.6% | 0.09% | +3.6% |
| Q2 2014 | $6,905,000 | +9.2% | 290,378 | +3.4% | 0.08% | -3.4% |
| Q1 2014 | $6,323,000 | -3.7% | 280,902 | -6.3% | 0.09% | -8.4% |
| Q4 2013 | $6,568,000 | +7.0% | 299,792 | +1.8% | 0.10% | -5.0% |
| Q3 2013 | $6,139,000 | -1.1% | 294,594 | -2.1% | 0.10% | -9.1% |
| Q2 2013 | $6,208,000 | – | 300,926 | – | 0.11% | – |
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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% |