FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 120 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $0 | – | 16 | 0.0% | 0.00% | – |
| Q2 2018 | $0 | -100.0% | 16 | -99.8% | 0.00% | -100.0% |
| Q1 2018 | $184,000 | -26.7% | 6,531 | -21.8% | 0.07% | -10.3% |
| Q4 2017 | $251,000 | +0.8% | 8,350 | -2.8% | 0.08% | -3.7% |
| Q3 2017 | $249,000 | +20.9% | 8,587 | +17.3% | 0.08% | +12.5% |
| Q2 2017 | $206,000 | +13.8% | 7,322 | +16.6% | 0.07% | 0.0% |
| Q1 2017 | $181,000 | +8.4% | 6,279 | +4.3% | 0.07% | +16.1% |
| Q4 2016 | $167,000 | +7.1% | 6,022 | +5.2% | 0.06% | +8.8% |
| Q3 2016 | $156,000 | -22.4% | 5,725 | -23.7% | 0.06% | -39.4% |
| Q2 2016 | $201,000 | +30.5% | 7,504 | +25.3% | 0.09% | +42.4% |
| Q1 2016 | $154,000 | +5.5% | 5,990 | -2.5% | 0.07% | -13.2% |
| Q4 2015 | $146,000 | -5.2% | 6,142 | -11.8% | 0.08% | -13.6% |
| Q3 2015 | $154,000 | -26.7% | 6,964 | -24.6% | 0.09% | -13.7% |
| Q2 2015 | $210,000 | -16.0% | 9,234 | -14.1% | 0.10% | -28.2% |
| Q1 2015 | $250,000 | +18.5% | 10,749 | +22.1% | 0.14% | -9.6% |
| Q4 2014 | $211,000 | – | 8,806 | – | 0.16% | – |
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% |