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 | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $15,000 | -25.0% | 500 | -25.9% | 0.01% | -37.5% |
| Q1 2019 | $20,000 | +11.1% | 675 | 0.0% | 0.01% | -27.3% |
| Q4 2018 | $18,000 | -10.0% | 675 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $20,000 | +5.3% | 675 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $19,000 | 0.0% | 675 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $19,000 | -5.0% | 675 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $20,000 | 0.0% | 675 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $20,000 | +5.3% | 675 | 0.0% | 0.01% | -8.3% |
| Q2 2017 | $19,000 | 0.0% | 675 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $19,000 | +46.2% | 675 | +35.0% | 0.01% | +33.3% |
| Q4 2016 | $13,000 | 0.0% | 500 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $13,000 | 0.0% | 500 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $13,000 | – | 500 | – | 0.01% | – |
Download | ||||||
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% |