FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 75 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $4,372,000 | +5.1% | 150,643 | +2.4% | 0.36% | +15.5% |
| Q2 2017 | $4,161,000 | +15.1% | 147,071 | +17.3% | 0.32% | +15.8% |
| Q1 2017 | $3,616,000 | +7.9% | 125,331 | +4.4% | 0.27% | +4.6% |
| Q4 2016 | $3,352,000 | +18.7% | 120,043 | +12.8% | 0.26% | +16.5% |
| Q3 2016 | $2,824,000 | +6.5% | 106,414 | +9.9% | 0.22% | +9.3% |
| Q2 2016 | $2,652,000 | +13.0% | 96,790 | +6.3% | 0.20% | +0.5% |
| Q1 2016 | $2,347,000 | +59.3% | 91,038 | +48.6% | 0.20% | +68.6% |
| Q4 2015 | $1,473,000 | +4.4% | 61,269 | +4.4% | 0.12% | -6.9% |
| Q3 2015 | $1,411,000 | +2.0% | 58,688 | -1.3% | 0.13% | +4.8% |
| Q2 2015 | $1,384,000 | -0.1% | 59,443 | +2.3% | 0.12% | +0.8% |
| Q1 2015 | $1,386,000 | -99.9% | 58,119 | +6.1% | 0.12% | +33.7% |
| Q4 2014 | $1,302,501,000 | +110375.1% | 54,796 | +8.6% | 0.09% | +2.2% |
| Q3 2014 | $1,179,000 | +40.2% | 50,473 | +42.7% | 0.09% | +36.4% |
| Q2 2014 | $841,000 | +3.4% | 35,374 | -1.9% | 0.07% | -5.7% |
| Q1 2014 | $813,000 | -49.5% | 36,042 | -50.8% | 0.07% | -51.0% |
| Q4 2013 | $1,609,000 | -2.4% | 73,291 | -7.0% | 0.14% | -10.6% |
| Q3 2013 | $1,649,000 | +191.9% | 78,820 | +187.7% | 0.16% | +128.6% |
| Q2 2013 | $565,000 | – | 27,395 | – | 0.07% | – |
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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% |