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 | $801,000 | -23.2% | 24,586 | -26.8% | 0.73% | -14.3% |
| Q3 2019 | $1,043,000 | +1.3% | 33,609 | 0.0% | 0.86% | +3.0% |
| Q2 2019 | $1,030,000 | +1.6% | 33,609 | 0.0% | 0.83% | +8.8% |
| Q1 2019 | $1,014,000 | +4.3% | 33,609 | -5.8% | 0.76% | -7.2% |
| Q4 2018 | $972,000 | -27.4% | 35,690 | -20.6% | 0.82% | -17.9% |
| Q3 2018 | $1,339,000 | +3.9% | 44,922 | -0.4% | 1.00% | +3.4% |
| Q2 2018 | $1,289,000 | +0.7% | 45,087 | -0.6% | 0.97% | +1.9% |
| Q1 2018 | $1,280,000 | -8.6% | 45,342 | -2.5% | 0.95% | -16.6% |
| Q4 2017 | $1,400,000 | +407.2% | 46,511 | +389.3% | 1.14% | +195.3% |
| Q3 2017 | $276,000 | -79.6% | 9,505 | -80.2% | 0.39% | -68.7% |
| Q2 2017 | $1,352,000 | -2.3% | 48,050 | 0.0% | 1.23% | -3.7% |
| Q1 2017 | $1,384,000 | -1.5% | 48,050 | -5.1% | 1.28% | -10.5% |
| Q4 2016 | $1,405,000 | – | 50,610 | – | 1.43% | – |
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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% |