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 | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $2,177,000 | +0.9% | 72,420 | -2.7% | 0.15% | 0.0% |
| Q3 2017 | $2,158,000 | +9.4% | 74,445 | +6.3% | 0.15% | -0.7% |
| Q2 2017 | $1,973,000 | +42.9% | 70,047 | +46.0% | 0.15% | +24.8% |
| Q1 2017 | $1,381,000 | +44.3% | 47,989 | +39.1% | 0.12% | +27.4% |
| Q4 2016 | $957,000 | +167.3% | 34,503 | +161.6% | 0.10% | +150.0% |
| Q3 2016 | $358,000 | -6.8% | 13,191 | -7.5% | 0.04% | -11.6% |
| Q2 2016 | $384,000 | +9.4% | 14,253 | +4.2% | 0.04% | -2.3% |
| Q1 2016 | $351,000 | +19.4% | 13,672 | +10.0% | 0.04% | +12.8% |
| Q4 2015 | $294,000 | -11.2% | 12,434 | -17.1% | 0.04% | -22.0% |
| Q3 2015 | $331,000 | -48.7% | 15,005 | -46.1% | 0.05% | -46.2% |
| Q2 2015 | $645,000 | +13.2% | 27,861 | +14.3% | 0.09% | +6.9% |
| Q1 2015 | $570,000 | +10.9% | 24,384 | +16.0% | 0.09% | +2.4% |
| Q4 2014 | $514,000 | +19.8% | 21,024 | +14.8% | 0.08% | +10.4% |
| Q3 2014 | $429,000 | +21.2% | 18,315 | +22.7% | 0.08% | +18.5% |
| Q2 2014 | $354,000 | +12.4% | 14,927 | +5.5% | 0.06% | 0.0% |
| Q1 2014 | $315,000 | +34.0% | 14,148 | +31.8% | 0.06% | +30.0% |
| Q4 2013 | $235,000 | +4.4% | 10,735 | +0.4% | 0.05% | +2.0% |
| Q3 2013 | $225,000 | – | 10,693 | – | 0.05% | – |
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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% |