FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 169 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $39,000 | -90.9% | 1,183 | -91.7% | 0.01% | -95.5% |
| Q1 2019 | $429,000 | +11.4% | 14,194 | +0.4% | 0.18% | -7.3% |
| Q4 2018 | $385,000 | -16.7% | 14,132 | -8.8% | 0.19% | -5.4% |
| Q3 2018 | $462,000 | -5.7% | 15,488 | -9.5% | 0.20% | -9.7% |
| Q2 2018 | $490,000 | +0.4% | 17,105 | -1.0% | 0.23% | -3.0% |
| Q1 2018 | $488,000 | -6.3% | 17,284 | -0.0% | 0.23% | -11.1% |
| Q4 2017 | $521,000 | -0.2% | 17,290 | -3.7% | 0.26% | -5.1% |
| Q3 2017 | $522,000 | +5.2% | 17,961 | +2.0% | 0.28% | +0.4% |
| Q2 2017 | $496,000 | +3.8% | 17,603 | +6.3% | 0.28% | -0.4% |
| Q1 2017 | $478,000 | +4.1% | 16,559 | +0.3% | 0.28% | -1.4% |
| Q4 2016 | $459,000 | +61.6% | 16,505 | +58.6% | 0.28% | +51.4% |
| Q3 2016 | $284,000 | -7.2% | 10,406 | -8.5% | 0.18% | -13.6% |
| Q2 2016 | $306,000 | +49.3% | 11,371 | +42.7% | 0.21% | +39.0% |
| Q1 2016 | $205,000 | – | 7,966 | – | 0.15% | – |
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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% |