FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 155 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $260,000 | -21.5% | 10,247 | -30.9% | 0.01% | -35.0% |
| Q1 2020 | $331,000 | -33.3% | 14,829 | -2.6% | 0.02% | -16.7% |
| Q4 2019 | $496,000 | -7.6% | 15,229 | -12.0% | 0.02% | -11.1% |
| Q3 2019 | $537,000 | -5.3% | 17,301 | -6.5% | 0.03% | -6.9% |
| Q2 2019 | $567,000 | -12.8% | 18,501 | -14.2% | 0.03% | -14.7% |
| Q1 2019 | $650,000 | -10.3% | 21,563 | -19.0% | 0.03% | -15.0% |
| Q4 2018 | $725,000 | -17.3% | 26,606 | -9.6% | 0.04% | -7.0% |
| Q3 2018 | $877,000 | -11.9% | 29,447 | -15.4% | 0.04% | -15.7% |
| Q2 2018 | $995,000 | -3.6% | 34,802 | -4.8% | 0.05% | -5.6% |
| Q1 2018 | $1,032,000 | -18.3% | 36,552 | -12.9% | 0.05% | -16.9% |
| Q4 2017 | $1,263,000 | -1.5% | 41,968 | -5.0% | 0.06% | -7.1% |
| Q3 2017 | $1,282,000 | -6.8% | 44,174 | -9.6% | 0.07% | -6.7% |
| Q2 2017 | $1,375,000 | -5.8% | 48,858 | -3.6% | 0.08% | -6.2% |
| Q1 2017 | $1,460,000 | -7.1% | 50,694 | -10.4% | 0.08% | -11.1% |
| Q4 2016 | $1,571,000 | +0.7% | 56,597 | -1.1% | 0.09% | +1.1% |
| Q3 2016 | $1,560,000 | +0.6% | 57,216 | -1.0% | 0.09% | +1.1% |
| Q2 2016 | $1,550,000 | +2.8% | 57,766 | -1.7% | 0.09% | -1.1% |
| Q1 2016 | $1,508,000 | -2.8% | 58,786 | -10.2% | 0.09% | -3.3% |
| Q4 2015 | $1,552,000 | -16.5% | 65,490 | -21.9% | 0.09% | -18.6% |
| Q3 2015 | $1,858,000 | -35.7% | 83,890 | -33.8% | 0.11% | -30.2% |
| Q2 2015 | $2,891,000 | -2.6% | 126,804 | -0.5% | 0.16% | 0.0% |
| Q1 2015 | $2,967,000 | +1280.0% | 127,460 | +1312.1% | 0.16% | +912.5% |
| Q2 2014 | $215,000 | – | 9,026 | – | 0.02% | – |
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% |