FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 73 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $5,228,000 | +20.3% | 173,338 | +8.6% | 0.08% | +5.3% |
| Q4 2018 | $4,347,000 | +783.5% | 159,572 | +867.0% | 0.08% | +850.0% |
| Q3 2018 | $492,000 | +4.2% | 16,502 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $472,000 | -2.5% | 16,502 | -3.7% | 0.01% | -11.1% |
| Q1 2018 | $484,000 | +13.9% | 17,137 | +21.2% | 0.01% | +12.5% |
| Q4 2017 | $425,000 | +1.9% | 14,137 | -1.5% | 0.01% | 0.0% |
| Q3 2017 | $417,000 | +3.2% | 14,357 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $404,000 | +0.2% | 14,357 | +2.8% | 0.01% | 0.0% |
| Q1 2017 | $403,000 | +6.3% | 13,972 | +2.4% | 0.01% | 0.0% |
| Q4 2016 | $379,000 | -9.1% | 13,640 | -10.8% | 0.01% | -20.0% |
| Q3 2016 | $417,000 | +20.5% | 15,292 | +18.7% | 0.01% | +25.0% |
| Q2 2016 | $346,000 | +35.2% | 12,881 | +28.9% | 0.01% | +33.3% |
| Q1 2016 | $256,000 | -79.4% | 9,993 | -80.9% | 0.01% | -81.2% |
| Q4 2015 | $1,241,000 | +406.5% | 52,363 | +387.8% | 0.03% | +433.3% |
| Q2 2015 | $245,000 | -0.8% | 10,734 | +1.9% | 0.01% | -14.3% |
| Q3 2014 | $247,000 | -6.1% | 10,539 | -4.5% | 0.01% | -12.5% |
| Q2 2014 | $263,000 | -3.0% | 11,039 | -8.2% | 0.01% | 0.0% |
| Q1 2014 | $271,000 | +0.7% | 12,028 | -2.1% | 0.01% | 0.0% |
| Q4 2013 | $269,000 | +7.2% | 12,291 | +2.1% | 0.01% | -11.1% |
| Q3 2013 | $251,000 | +1.2% | 12,041 | 0.0% | 0.01% | 0.0% |
| Q2 2013 | $248,000 | – | 12,041 | – | 0.01% | – |
Download | ||||||
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% |