FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 133 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.4%.
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 | 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% |