FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 138 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 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 ↓ |
|---|---|---|---|
| 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% |