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 2019 | $12,326,000 | +6.4% | 397,100 | +5.1% | 0.06% | +6.7% |
| Q2 2019 | $11,582,000 | +4.6% | 377,984 | +2.9% | 0.06% | +3.4% |
| Q1 2019 | $11,077,000 | +14.3% | 367,297 | +3.3% | 0.06% | +3.6% |
| Q4 2018 | $9,689,000 | -1.8% | 355,705 | +7.4% | 0.06% | +9.8% |
| Q3 2018 | $9,869,000 | -24.3% | 331,059 | -27.4% | 0.05% | -28.2% |
| Q2 2018 | $13,038,000 | -5.1% | 456,046 | -6.3% | 0.07% | -7.8% |
| Q1 2018 | $13,743,000 | -22.7% | 486,806 | -17.6% | 0.08% | -25.2% |
| Q4 2017 | $17,787,000 | -16.6% | 591,133 | -19.5% | 0.10% | -18.9% |
| Q3 2017 | $21,316,000 | -8.4% | 734,523 | -11.2% | 0.13% | -10.6% |
| Q2 2017 | $23,269,000 | +5.6% | 827,219 | +8.1% | 0.14% | +1.4% |
| Q1 2017 | $22,036,000 | -1.3% | 764,898 | -4.9% | 0.14% | +4.5% |
| Q4 2016 | $22,326,000 | +27.6% | 804,396 | +25.4% | 0.13% | +22.9% |
| Q3 2016 | $17,491,000 | +241.4% | 641,433 | +235.9% | 0.11% | +251.6% |
| Q2 2016 | $5,123,000 | +58.7% | 190,964 | +51.7% | 0.03% | +55.0% |
| Q1 2016 | $3,228,000 | +258.3% | 125,892 | +231.0% | 0.02% | +233.3% |
| Q4 2015 | $901,000 | +205.4% | 38,029 | +184.9% | 0.01% | +200.0% |
| Q3 2015 | $295,000 | – | 13,350 | – | 0.00% | – |
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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% |