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 | ||||
---|---|---|---|---|---|---|
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% | – |
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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% |