FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 137 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $90,000 | +5.9% | 3,136 | +4.1% | 0.00% | – |
| Q1 2018 | $85,000 | +97.7% | 3,012 | +112.1% | 0.00% | – |
| Q4 2017 | $43,000 | +207.1% | 1,420 | +193.4% | 0.00% | – |
| Q3 2017 | $14,000 | 0.0% | 484 | 0.0% | 0.00% | – |
| Q2 2017 | $14,000 | -97.1% | 484 | -97.2% | 0.00% | -100.0% |
| Q1 2017 | $490,000 | -24.0% | 17,015 | -26.8% | 0.00% | 0.0% |
| Q4 2016 | $645,000 | +31.1% | 23,235 | +28.7% | 0.00% | 0.0% |
| Q3 2016 | $492,000 | +44.3% | 18,050 | +42.1% | 0.00% | 0.0% |
| Q2 2016 | $341,000 | +4162.5% | 12,700 | +3437.6% | 0.00% | – |
| Q3 2015 | $8,000 | 0.0% | 359 | +0.8% | 0.00% | – |
| Q2 2015 | $8,000 | 0.0% | 356 | +1.1% | 0.00% | – |
| Q1 2015 | $8,000 | -78.9% | 352 | -77.6% | 0.00% | – |
| Q4 2014 | $38,000 | – | 1,572 | – | 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% |