FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 91 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $202,000 | -16.2% | 7,538 | -19.8% | 0.16% | -17.7% |
| Q1 2016 | $241,000 | -8.7% | 9,402 | -15.6% | 0.20% | -13.2% |
| Q4 2015 | $264,000 | +1.5% | 11,146 | -5.2% | 0.23% | -4.6% |
| Q3 2015 | $260,000 | -8.8% | 11,760 | -5.8% | 0.24% | -3.6% |
| Q2 2015 | $285,000 | -13.6% | 12,480 | -12.0% | 0.25% | -12.4% |
| Q1 2015 | $330,000 | -50.3% | 14,186 | -48.7% | 0.28% | +1.1% |
| Q4 2014 | $664,000 | +106.2% | 27,672 | +101.1% | 0.28% | +1.8% |
| Q3 2014 | $322,000 | -6.4% | 13,758 | -4.9% | 0.28% | -8.3% |
| Q2 2014 | $344,000 | – | 14,472 | – | 0.30% | – |
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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% |