FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 159 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| 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% |