FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 94 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $326,000 | +62.2% | 11,312 | +53.3% | 0.02% | +46.7% |
| Q3 2016 | $201,000 | -84.0% | 7,378 | -84.2% | 0.02% | -85.4% |
| Q2 2016 | $1,257,000 | +84.3% | 46,834 | +76.4% | 0.10% | +60.9% |
| Q1 2016 | $682,000 | +163.3% | 26,550 | +142.7% | 0.06% | +93.9% |
| Q4 2015 | $259,000 | +5.3% | 10,939 | -2.0% | 0.03% | +17.9% |
| Q3 2015 | $246,000 | +11.3% | 11,162 | +15.9% | 0.03% | +7.7% |
| Q2 2015 | $221,000 | -1.3% | 9,633 | +2.4% | 0.03% | -13.3% |
| Q4 2014 | $224,000 | -27.3% | 9,403 | -28.6% | 0.03% | -26.8% |
| Q3 2014 | $308,000 | +15.8% | 13,163 | +18.1% | 0.04% | +7.9% |
| Q2 2014 | $266,000 | – | 11,150 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HC Advisors, LLC | 306,438 | $10,897,000 | 6.69% |
| HFG Advisors, Inc. | 148,608 | $5,284,000 | 5.95% |
| Southland Equity Partners LLC | 381,647 | $13,571,362 | 5.57% |
| Key Client Fiduciary Advisors, LLC | 130,852 | $4,653,000 | 3.84% |
| SHEPHERD KAPLAN KROCHUK, LLC | 187,255 | $6,659,000 | 2.40% |
| PROVENCE WEALTH MANAGEMENT GROUP | 44,809 | $1,593,000 | 1.80% |
| Harvest Investment Services, LLC | 102,294 | $3,637,000 | 1.53% |
| Total Clarity Wealth Management, Inc. | 85,828 | $3,052,000 | 1.39% |
| Leelyn Smith, LLC | 135,992 | $4,836,000 | 1.29% |
| Quad-Cities Investment Group, LLC | 54,284 | $1,930,000 | 1.20% |