FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 67 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2015 | $26,000 | +4.0% | 1,071 | 0.0% | 0.01% | -23.5% |
| Q2 2015 | $25,000 | 0.0% | 1,071 | 0.0% | 0.02% | -15.0% |
| Q1 2015 | $25,000 | -3.8% | 1,071 | 0.0% | 0.02% | +11.1% |
| Q4 2014 | $26,000 | +4.0% | 1,071 | 0.0% | 0.02% | 0.0% |
| Q3 2014 | $25,000 | 0.0% | 1,071 | 0.0% | 0.02% | -5.3% |
| Q2 2014 | $25,000 | +4.2% | 1,071 | 0.0% | 0.02% | 0.0% |
| Q1 2014 | $24,000 | +4.3% | 1,071 | 0.0% | 0.02% | -5.0% |
| Q4 2013 | $23,000 | – | 1,071 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Spectrum Wealth Advisory Group, LLC | 255,088 | $8,675,523 | 11.50% |
| Alpha Omega Group, Inc. | 161,774 | $5,501,934 | 10.19% |
| AIFG Consultants Ltd. | 363,732 | $12,370,533 | 9.93% |
| Kowal Investment Group, LLC | 1,023,026 | $34,793,116 | 9.31% |
| Sterling Manor Financial, LLC | 299,870 | $10,198,574 | 8.61% |
| Summit Financial Wealth Advisors, LLC | 824,616 | $28,045,178 | 6.48% |
| HC Advisors, LLC | 298,991 | $10,168,684 | 5.90% |
| Southland Equity Partners LLC | 403,530 | $13,724,059 | 4.63% |
| TRUE Private Wealth Advisors | 892,778 | $30,363,368 | 4.48% |
| HFG Advisors, Inc. | 122,834 | $4,177,581 | 4.41% |