FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 88 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $429,000 | -3.2% | 14,781 | -6.1% | 0.05% | -18.6% |
| Q2 2017 | $443,000 | -3.5% | 15,736 | -1.1% | 0.06% | -4.8% |
| Q1 2017 | $459,000 | -3.4% | 15,916 | -7.1% | 0.06% | -7.5% |
| Q4 2016 | $475,000 | +1.7% | 17,129 | +0.0% | 0.07% | 0.0% |
| Q3 2016 | $467,000 | +10.9% | 17,126 | +9.2% | 0.07% | +6.3% |
| Q2 2016 | $421,000 | +45.2% | 15,676 | +38.8% | 0.06% | +43.2% |
| Q1 2016 | $290,000 | -65.2% | 11,295 | -68.5% | 0.04% | -60.4% |
| Q1 2015 | $833,000 | +112.0% | 35,802 | +118.4% | 0.11% | +105.6% |
| Q4 2014 | $393,000 | – | 16,396 | – | 0.05% | – |
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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% |