FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 149 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $22,371,000 | +3.2% | 686,637 | -1.7% | 0.16% | -3.1% |
| Q3 2019 | $21,684,000 | -1.0% | 698,534 | -2.2% | 0.16% | -4.8% |
| Q2 2019 | $21,895,000 | +5.1% | 714,531 | +3.4% | 0.17% | -1.8% |
| Q1 2019 | $20,836,000 | +30.4% | 690,790 | +17.8% | 0.17% | +8.9% |
| Q4 2018 | $15,975,000 | -6.2% | 586,428 | +2.7% | 0.16% | -8.7% |
| Q3 2018 | $17,022,000 | +13.2% | 570,994 | +8.6% | 0.17% | -16.9% |
| Q2 2018 | $15,038,000 | +0.2% | 525,933 | -1.1% | 0.21% | +0.5% |
| Q1 2018 | $15,005,000 | -17.4% | 531,558 | -11.9% | 0.21% | -15.2% |
| Q4 2017 | $18,161,000 | +3.9% | 603,581 | +0.2% | 0.24% | -11.6% |
| Q3 2017 | $17,476,000 | -0.1% | 602,272 | -3.2% | 0.28% | -10.4% |
| Q2 2017 | $17,498,000 | -1.8% | 621,984 | +0.6% | 0.31% | -14.7% |
| Q1 2017 | $17,819,000 | +17.1% | 618,531 | +12.9% | 0.36% | +4.7% |
| Q4 2016 | $15,213,000 | +11.1% | 548,091 | +9.1% | 0.34% | +4.6% |
| Q3 2016 | $13,697,000 | +9.2% | 502,253 | +7.4% | 0.33% | -0.3% |
| Q2 2016 | $12,540,000 | – | 467,504 | – | 0.33% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Spectrum Wealth Advisory Group, LLC | 259,140 | $8,665,626 | 11.99% |
| Alpha Omega Group, Inc. | 168,882 | $5,647,414 | 10.70% |
| Sterling Manor Financial, LLC | 341,544 | $11,421,227 | 10.34% |
| Kowal Investment Group, LLC | 1,080,205 | $36,122,056 | 9.75% |
| AIFG Consultants Ltd. | 334,571 | $11,188,068 | 9.28% |
| Summit Financial Wealth Advisors, LLC | 752,103 | $24,856,996 | 6.10% |
| HC Advisors, LLC | 305,121 | $10,203,246 | 6.06% |
| Southland Equity Partners LLC | 407,741 | $13,634,865 | 4.69% |
| HFG Advisors, Inc. | 119,163 | $3,984,814 | 4.36% |
| TRUE Private Wealth Advisors | 892,276 | $29,837,725 | 4.14% |