FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 210 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $210,000 | -1.4% | 8,267 | -13.4% | 0.02% | +4.5% |
| Q1 2020 | $213,000 | -37.0% | 9,546 | -8.0% | 0.02% | -56.9% |
| Q4 2019 | $338,000 | +4.0% | 10,380 | -1.0% | 0.05% | -10.5% |
| Q3 2019 | $325,000 | +13.6% | 10,483 | +12.1% | 0.06% | +29.5% |
| Q2 2019 | $286,000 | -10.6% | 9,348 | -11.9% | 0.04% | -20.0% |
| Q1 2019 | $320,000 | +8.8% | 10,610 | -1.6% | 0.06% | -11.3% |
| Q4 2018 | $294,000 | -8.4% | 10,782 | 0.0% | 0.06% | -21.5% |
| Q3 2018 | $321,000 | -77.6% | 10,782 | -80.7% | 0.08% | -96.3% |
| Q1 2016 | $1,431,000 | – | 55,812 | – | 2.14% | – |
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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% |