FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 210 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $215,000 | -27.9% | 6,912 | -28.8% | 0.04% | -43.1% |
| Q2 2019 | $298,000 | +1.7% | 9,712 | +0.0% | 0.06% | -9.7% |
| Q1 2019 | $293,000 | +11.0% | 9,711 | +0.0% | 0.07% | -7.7% |
| Q4 2018 | $264,000 | -8.7% | 9,710 | 0.0% | 0.08% | +9.9% |
| Q3 2018 | $289,000 | +4.3% | 9,710 | 0.0% | 0.07% | -4.1% |
| Q2 2018 | $277,000 | +1.1% | 9,710 | +0.0% | 0.07% | -12.9% |
| Q1 2018 | $274,000 | -6.2% | 9,709 | 0.0% | 0.08% | +1.2% |
| Q4 2017 | $292,000 | +3.9% | 9,709 | 0.0% | 0.08% | -10.6% |
| Q3 2017 | $281,000 | +2.9% | 9,709 | 0.0% | 0.09% | -3.1% |
| Q2 2017 | $273,000 | +20.3% | 9,709 | +23.1% | 0.10% | +10.2% |
| Q1 2017 | $227,000 | +13.5% | 7,884 | +9.4% | 0.09% | -1.1% |
| Q4 2016 | $200,000 | – | 7,207 | – | 0.09% | – |
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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% |