FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 177 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
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 | 306,438 | $10,897,000 | 6.69% |
| HFG Advisors, Inc. | 148,608 | $5,284,000 | 5.95% |
| Southland Equity Partners LLC | 381,647 | $13,571,362 | 5.57% |
| Key Client Fiduciary Advisors, LLC | 130,852 | $4,653,000 | 3.84% |
| SHEPHERD KAPLAN KROCHUK, LLC | 187,255 | $6,659,000 | 2.40% |
| PROVENCE WEALTH MANAGEMENT GROUP | 44,809 | $1,593,000 | 1.80% |
| Harvest Investment Services, LLC | 102,294 | $3,637,000 | 1.53% |
| Total Clarity Wealth Management, Inc. | 85,828 | $3,052,000 | 1.39% |
| Leelyn Smith, LLC | 135,992 | $4,836,000 | 1.29% |
| Quad-Cities Investment Group, LLC | 54,284 | $1,930,000 | 1.20% |