FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 155 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $25,000 | +4.2% | 822 | 0.0% | 0.01% | -16.7% |
| Q2 2018 | $24,000 | +4.3% | 822 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $23,000 | -8.0% | 822 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $25,000 | +4.2% | 822 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $24,000 | +4.3% | 822 | 0.0% | 0.01% | -14.3% |
| Q2 2017 | $23,000 | -4.2% | 822 | 0.0% | 0.01% | -12.5% |
| Q1 2017 | $24,000 | +4.3% | 822 | 0.0% | 0.01% | -11.1% |
| Q4 2016 | $23,000 | +4.5% | 822 | 0.0% | 0.01% | -10.0% |
| Q3 2016 | $22,000 | 0.0% | 822 | 0.0% | 0.01% | +11.1% |
| Q2 2016 | $22,000 | +4.8% | 822 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $21,000 | +10.5% | 822 | 0.0% | 0.01% | -10.0% |
| Q4 2015 | $19,000 | +5.6% | 822 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $18,000 | -5.3% | 822 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $19,000 | -50.0% | 822 | -50.0% | 0.01% | -9.1% |
| Q1 2015 | $38,000 | +90.0% | 1,644 | +100.0% | 0.01% | 0.0% |
| Q4 2014 | $20,000 | +5.3% | 822 | 0.0% | 0.01% | -8.3% |
| Q3 2014 | $19,000 | -5.0% | 822 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $20,000 | – | 822 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sterling Manor Financial, LLC | 317,149 | $11,170,000 | 13.68% |
| Spectrum Wealth Advisory Group, LLC | 244,066 | $8,596,000 | 9.58% |
| HC Advisors, LLC | 283,692 | $9,992,000 | 7.12% |
| Southland Equity Partners LLC | 396,146 | $13,952,261 | 6.37% |
| Key Client Fiduciary Advisors, LLC | 160,318 | $5,646,000 | 5.50% |
| HFG Advisors, Inc. | 82,380 | $2,901,000 | 3.92% |
| Pacific Wealth Management | 92,436 | $3,256,000 | 3.59% |
| Harvest Investment Services, LLC | 103,358 | $3,640,000 | 2.79% |
| Teamwork Financial Advisors, LLC | 360,687 | $12,703,000 | 2.77% |
| Fulcrum Equity Management | 86,161 | $3,035,000 | 2.45% |