FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 234 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,997,221 | +96617.7% | 59,726 | -1.6% | 0.43% | +30.7% |
| Q2 2023 | $2,065 | +58.0% | 60,704 | +64.9% | 0.33% | +54.4% |
| Q1 2023 | $1,307 | +19.1% | 36,807 | +22.7% | 0.22% | +4.4% |
| Q4 2022 | $1,097 | -99.9% | 30,008 | -49.8% | 0.21% | -52.5% |
| Q3 2022 | $1,997,221 | +366.6% | 59,726 | +398.0% | 0.43% | +352.1% |
| Q2 2022 | $428,000 | -80.0% | 11,994 | -78.5% | 0.10% | -77.9% |
| Q1 2022 | $2,137,000 | – | 55,825 | – | 0.43% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shamrock Asset Management LLC | 672,955 | $17,261,000 | 10.22% |
| Jaffetilchin Investment Partners, LLC | 591,577 | $15,174,000 | 4.80% |
| HAYS ADVISORY LLC | 1,065,846 | $27,339,000 | 3.84% |
| B. Riley Wealth Management, Inc. | 55,812 | $1,431,000 | 2.14% |
| Cornerstone Financial Partners, LLC | 212,701 | $5,453,000 | 2.11% |
| Advisors Preferred, LLC | 151,265 | $3,880,000 | 1.92% |
| MERITAGE PORTFOLIO MANAGEMENT | 535,255 | $13,729,000 | 1.55% |
| CHOREO, LLC | 128,081 | $3,285,000 | 0.66% |
| Allworth Financial LP | 205,276 | $5,265,000 | 0.66% |
| Prospera Financial Services Inc | 92,452 | $2,371,000 | 0.53% |