FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 137 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $10,000 | 0.0% | 315 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $10,000 | 0.0% | 315 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $10,000 | 0.0% | 315 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $10,000 | +11.1% | 315 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $9,000 | 0.0% | 315 | 0.0% | 0.01% | +20.0% |
| Q3 2018 | $9,000 | 0.0% | 315 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $9,000 | 0.0% | 315 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $9,000 | 0.0% | 315 | 0.0% | 0.01% | -28.6% |
| Q4 2017 | $9,000 | 0.0% | 315 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $9,000 | 0.0% | 315 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $9,000 | 0.0% | 315 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $9,000 | 0.0% | 315 | 0.0% | 0.01% | -12.5% |
| Q4 2016 | $9,000 | 0.0% | 315 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $9,000 | +12.5% | 315 | 0.0% | 0.01% | +14.3% |
| Q2 2016 | $8,000 | 0.0% | 315 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $8,000 | +14.3% | 315 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $7,000 | +16.7% | 315 | 0.0% | 0.01% | +16.7% |
| Q3 2015 | $6,000 | -14.3% | 315 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $7,000 | 0.0% | 315 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $7,000 | -12.5% | 315 | 0.0% | 0.01% | -14.3% |
| Q4 2014 | $8,000 | -99.9% | 315 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $7,371,000 | -1.6% | 315 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $7,491,000 | +5.6% | 315 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $7,091,000 | +2.7% | 315 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $6,902,000 | +5.1% | 315 | 0.0% | 0.01% | 0.0% |
| Q3 2013 | $6,565,000 | +1.0% | 315 | 0.0% | 0.01% | 0.0% |
| Q2 2013 | $6,498,000 | – | 315 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Spectrum Wealth Advisory Group, LLC | 259,140 | $8,665,626 | 11.99% |
| Alpha Omega Group, Inc. | 168,882 | $5,647,414 | 10.70% |
| Sterling Manor Financial, LLC | 341,544 | $11,421,227 | 10.34% |
| Kowal Investment Group, LLC | 1,080,205 | $36,122,056 | 9.75% |
| AIFG Consultants Ltd. | 334,571 | $11,188,068 | 9.28% |
| Summit Financial Wealth Advisors, LLC | 752,103 | $24,856,996 | 6.10% |
| HC Advisors, LLC | 305,121 | $10,203,246 | 6.06% |
| Southland Equity Partners LLC | 407,741 | $13,634,865 | 4.69% |
| HFG Advisors, Inc. | 119,163 | $3,984,814 | 4.36% |
| TRUE Private Wealth Advisors | 892,276 | $29,837,725 | 4.14% |