FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 78 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $6,000 | -64.7% | 200 | -65.6% | 0.01% | -72.7% |
| Q1 2017 | $17,000 | +88.9% | 581 | +45.2% | 0.02% | +57.1% |
| Q4 2015 | $9,000 | -95.2% | 400 | -95.1% | 0.01% | -95.3% |
| Q2 2015 | $186,000 | -3.1% | 8,136 | -1.5% | 0.30% | -8.9% |
| Q1 2015 | $192,000 | -1.0% | 8,260 | +2.3% | 0.33% | +2.8% |
| Q4 2014 | $194,000 | -2.5% | 8,074 | -5.3% | 0.32% | -9.4% |
| Q3 2014 | $199,000 | -0.5% | 8,525 | +1.5% | 0.35% | -0.6% |
| Q2 2014 | $200,000 | -2.0% | 8,399 | -7.2% | 0.35% | -18.5% |
| Q1 2014 | $204,000 | +0.5% | 9,046 | -2.3% | 0.43% | +14.6% |
| Q4 2013 | $203,000 | -52.1% | 9,260 | -54.5% | 0.38% | -67.5% |
| Q3 2013 | $424,000 | +129.2% | 20,369 | +126.6% | 1.16% | +115.4% |
| Q2 2013 | $185,000 | – | 8,990 | – | 0.54% | – |
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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% |