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 Q2 2019. 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 ↓ |
|---|---|---|---|
| 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% |