Frontier Wealth Management LLC - FIRST TR MORNINGSTAR DIV LEA ownership

FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 210 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Frontier Wealth Management LLC ownership history of FIRST TR MORNINGSTAR DIV LEA
ValueSharesWeighting
Q2 2022$885,000
-8.0%
25,1340.0%0.06%
+433.3%
Q1 2022$962,000
+8.0%
25,134
+0.3%
0.01%
-79.7%
Q4 2021$891,000
+0.9%
25,064
-7.0%
0.06%
-3.3%
Q3 2021$883,000
-1.0%
26,949
+0.2%
0.06%
-1.6%
Q2 2021$892,000
+1.5%
26,893
+0.1%
0.06%
-7.5%
Q1 2021$879,000
+303.2%
26,854
+175.1%
0.07%
+86.1%
Q1 2020$218,000
-31.0%
9,762
+0.7%
0.04%
-29.4%
Q4 2019$316,000
+5.7%
9,694
+0.8%
0.05%
+15.9%
Q3 2019$299,000
+2.0%
9,618
+0.5%
0.04%
+2.3%
Q2 2019$293,000
+2.1%
9,567
+0.5%
0.04%
+10.3%
Q1 2019$287,000
-12.0%
9,521
-20.4%
0.04%
-20.4%
Q4 2018$326,000
-8.2%
11,957
+0.4%
0.05%
+44.1%
Q3 2018$355,000
+4.7%
11,904
+0.5%
0.03%
-30.6%
Q2 2018$339,000
+1.8%
11,844
+0.4%
0.05%
+4.3%
Q1 2018$333,000
+29.6%
11,791
+38.2%
0.05%
+14.6%
Q4 2017$257,000
-24.2%
8,529
-27.0%
0.04%
-16.3%
Q3 2017$339,000
+3.7%
11,683
+0.5%
0.05%
-2.0%
Q2 2017$327,000
-2.1%
11,629
+0.4%
0.05%
-2.0%
Q1 2017$334,000
+4.4%
11,582
+0.5%
0.05%
-1.9%
Q4 2016$320,00011,5230.05%
Other shareholders
FIRST TR MORNINGSTAR DIV LEA shareholders Q4 2019
NameSharesValueWeighting ↓
HC Advisors, LLC 279,665$10,471,0006.64%
Southland Equity Partners LLC 391,065$14,641,4726.09%
Key Client Fiduciary Advisors, LLC 154,178$5,772,0004.56%
HFG Advisors, Inc. 82,506$3,089,0003.53%
Fulcrum Equity Management 158,515$5,935,0003.52%
Harvest Investment Services, LLC 100,927$3,778,0002.26%
ICA Group Wealth Management, LLC 297,745$11,502,0002.19%
PROVENCE WEALTH MANAGEMENT GROUP 50,548$1,893,0002.16%
Total Clarity Wealth Management, Inc. 75,761$2,836,0001.56%
Leelyn Smith, LLC 141,278$5,289,0001.38%
View complete list of FIRST TR MORNINGSTAR DIV LEA shareholders