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 | ||||
---|---|---|---|---|---|---|
Q4 2016 | $9,837,000 | +1.9% | 354,440 | +0.1% | 0.32% | -3.3% |
Q3 2016 | $9,652,000 | +92.1% | 353,952 | +89.0% | 0.33% | +83.9% |
Q2 2016 | $5,025,000 | +59.6% | 187,282 | +52.6% | 0.18% | +36.4% |
Q1 2016 | $3,149,000 | +366.5% | 122,762 | +331.0% | 0.13% | +325.8% |
Q4 2015 | $675,000 | +56.2% | 28,482 | +46.0% | 0.03% | -8.8% |
Q3 2015 | $432,000 | +19.7% | 19,513 | +23.2% | 0.03% | +30.8% |
Q2 2015 | $361,000 | +22.0% | 15,843 | +24.8% | 0.03% | +23.8% |
Q1 2015 | $296,000 | -49.2% | 12,698 | -47.8% | 0.02% | -66.7% |
Q4 2014 | $583,000 | -0.2% | 24,340 | -2.4% | 0.06% | -10.0% |
Q3 2014 | $584,000 | +160.7% | 24,940 | +164.6% | 0.07% | +133.3% |
Q2 2014 | $224,000 | +57.7% | 9,426 | +49.7% | 0.03% | +200.0% |
Q1 2014 | $142,000 | +6.0% | 6,296 | +2.9% | 0.01% | -50.0% |
Q4 2013 | $134,000 | +131.0% | 6,119 | +118.4% | 0.02% | +66.7% |
Q2 2013 | $58,000 | – | 2,802 | – | 0.01% | – |
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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% |