FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 173 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| 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% |