FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 133 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $364,000 | +4.3% | 12,197 | 0.0% | 0.02% | -4.8% |
| Q2 2018 | $349,000 | +1.5% | 12,197 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $344,000 | -6.3% | 12,197 | 0.0% | 0.02% | -4.5% |
| Q4 2017 | $367,000 | -8.0% | 12,197 | -11.2% | 0.02% | -15.4% |
| Q3 2017 | $399,000 | +3.1% | 13,741 | 0.0% | 0.03% | -3.7% |
| Q2 2017 | $387,000 | -4.2% | 13,741 | -2.1% | 0.03% | -6.9% |
| Q1 2017 | $404,000 | +7.7% | 14,031 | +2.1% | 0.03% | -9.4% |
| Q3 2016 | $375,000 | +1.6% | 13,741 | 0.0% | 0.03% | -3.0% |
| Q2 2016 | $369,000 | +4.8% | 13,741 | 0.0% | 0.03% | -5.7% |
| Q1 2016 | $352,000 | +8.0% | 13,741 | 0.0% | 0.04% | +9.4% |
| Q4 2015 | $326,000 | – | 13,741 | – | 0.03% | – |
Download | ||||||
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% |