FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 133 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $259,000 | -26.6% | 9,194 | -21.6% | 0.10% | -26.4% |
| Q4 2017 | $353,000 | -30.9% | 11,724 | -33.4% | 0.14% | -34.3% |
| Q3 2017 | $511,000 | +3.2% | 17,599 | 0.0% | 0.21% | 0.0% |
| Q2 2017 | $495,000 | -13.8% | 17,599 | -11.7% | 0.21% | -17.1% |
| Q1 2017 | $574,000 | +2.0% | 19,920 | -1.8% | 0.26% | +1.6% |
| Q4 2016 | $563,000 | +2.7% | 20,280 | +1.0% | 0.25% | +0.8% |
| Q3 2016 | $548,000 | -2.7% | 20,080 | -4.3% | 0.25% | -4.2% |
| Q2 2016 | $563,000 | +8.5% | 20,980 | +3.7% | 0.26% | +5.2% |
| Q1 2016 | $519,000 | +64.8% | 20,240 | +52.3% | 0.25% | +61.7% |
| Q4 2015 | $315,000 | +29.6% | 13,289 | +21.0% | 0.15% | +26.2% |
| Q3 2015 | $243,000 | -2.8% | 10,980 | 0.0% | 0.12% | +8.0% |
| Q2 2015 | $250,000 | -6.4% | 10,980 | -4.4% | 0.11% | -4.2% |
| Q1 2015 | $267,000 | -0.4% | 11,480 | +2.7% | 0.12% | +0.9% |
| Q4 2014 | $268,000 | – | 11,180 | – | 0.12% | – |
Download | ||||||
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% |