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 ↓ |
---|---|---|---|
Spectrum Wealth Advisory Group, LLC | 255,088 | $8,675,523 | 11.50% |
Alpha Omega Group, Inc. | 161,774 | $5,501,934 | 10.19% |
AIFG Consultants Ltd. | 363,732 | $12,370,533 | 9.93% |
Kowal Investment Group, LLC | 1,023,026 | $34,793,116 | 9.31% |
Sterling Manor Financial, LLC | 299,870 | $10,198,574 | 8.61% |
Summit Financial Wealth Advisors, LLC | 824,616 | $28,045,178 | 6.48% |
HC Advisors, LLC | 298,991 | $10,168,684 | 5.90% |
Southland Equity Partners LLC | 403,530 | $13,724,059 | 4.63% |
TRUE Private Wealth Advisors | 892,778 | $30,363,368 | 4.48% |
HFG Advisors, Inc. | 122,834 | $4,177,581 | 4.41% |