FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 88 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $336,000 | -95.9% | 12,131 | -96.0% | 0.02% | -96.0% |
| Q3 2016 | $8,273,000 | -10.0% | 303,390 | -11.4% | 0.37% | -23.0% |
| Q2 2016 | $9,189,000 | +2.4% | 342,501 | -2.1% | 0.49% | +0.6% |
| Q1 2016 | $8,974,000 | +12.4% | 349,872 | +3.9% | 0.48% | +37.6% |
| Q4 2015 | $7,982,000 | +50.5% | 336,786 | +40.6% | 0.35% | +45.6% |
| Q3 2015 | $5,304,000 | -3.0% | 239,553 | -0.2% | 0.24% | +24000.0% |
| Q2 2015 | $5,468,000 | -4.5% | 239,920 | -2.4% | 0.00% | -99.5% |
| Q1 2015 | $5,724,000 | +0.8% | 245,866 | +3.8% | 0.19% | -41.6% |
| Q4 2014 | $5,676,000 | +0.9% | 236,797 | -1.5% | 0.33% | -3.8% |
| Q3 2014 | $5,627,000 | +12.2% | 240,452 | +14.0% | 0.34% | +12.2% |
| Q2 2014 | $5,017,000 | +13.9% | 210,994 | +7.8% | 0.30% | +3.4% |
| Q1 2014 | $4,405,000 | +10.3% | 195,687 | +7.4% | 0.29% | -0.7% |
| Q4 2013 | $3,992,000 | +8.9% | 182,197 | +3.6% | 0.30% | -2.0% |
| Q3 2013 | $3,667,000 | +5.0% | 175,940 | +4.0% | 0.30% | -12.2% |
| Q2 2013 | $3,492,000 | – | 169,252 | – | 0.34% | – |
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% |