FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 175 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q1 2021 | $18,000 | +5.9% | 563 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $17,000 | +13.3% | 563 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $15,000 | +7.1% | 563 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $14,000 | +7.7% | 563 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $13,000 | -27.8% | 563 | 0.0% | 0.01% | -15.4% |
| Q4 2019 | $18,000 | +5.9% | 563 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $17,000 | 0.0% | 563 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $17,000 | 0.0% | 563 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $17,000 | +13.3% | 563 | 0.0% | 0.01% | +8.3% |
| Q4 2018 | $15,000 | -11.8% | 563 | 0.0% | 0.01% | -7.7% |
| Q3 2018 | $17,000 | +6.2% | 563 | 0.0% | 0.01% | +8.3% |
| Q2 2018 | $16,000 | 0.0% | 563 | 0.0% | 0.01% | -7.7% |
| Q1 2018 | $16,000 | -5.9% | 563 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $17,000 | +6.2% | 563 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $16,000 | 0.0% | 563 | 0.0% | 0.01% | -7.1% |
| Q1 2017 | $16,000 | 0.0% | 563 | 0.0% | 0.01% | -6.7% |
| Q4 2016 | $16,000 | +6.7% | 563 | 0.0% | 0.02% | +7.1% |
| Q3 2016 | $15,000 | 0.0% | 563 | 0.0% | 0.01% | -6.7% |
| Q2 2016 | $15,000 | +7.1% | 563 | 0.0% | 0.02% | +7.1% |
| Q1 2016 | $14,000 | +7.7% | 563 | 0.0% | 0.01% | +7.7% |
| Q4 2015 | $13,000 | +8.3% | 563 | 0.0% | 0.01% | +8.3% |
| Q3 2015 | $12,000 | – | 563 | – | 0.01% | – |
Download | ||||||
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% |