FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 55 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2013. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $18 | -14.3% | 550 | -12.0% | 0.01% | -20.0% |
Q2 2023 | $21 | -4.5% | 625 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $22 | -4.3% | 625 | 0.0% | 0.01% | -16.7% |
Q4 2022 | $23 | -99.9% | 625 | 0.0% | 0.01% | +20.0% |
Q3 2022 | $20,000 | -9.1% | 625 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $22,000 | -4.3% | 625 | 0.0% | 0.01% | +11.1% |
Q1 2022 | $23,000 | +4.5% | 625 | 0.0% | 0.01% | +12.5% |
Q4 2021 | $22,000 | +10.0% | 625 | 0.0% | 0.01% | +14.3% |
Q3 2021 | $20,000 | -4.8% | 625 | 0.0% | 0.01% | -12.5% |
Q2 2021 | $21,000 | +5.0% | 625 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $20,000 | +11.1% | 625 | 0.0% | 0.01% | +14.3% |
Q4 2020 | $18,000 | +12.5% | 625 | 0.0% | 0.01% | 0.0% |
Q3 2020 | $16,000 | 0.0% | 625 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $16,000 | +14.3% | 625 | 0.0% | 0.01% | -12.5% |
Q1 2020 | $14,000 | -30.0% | 625 | 0.0% | 0.01% | 0.0% |
Q4 2019 | $20,000 | -50.0% | 625 | -55.4% | 0.01% | -52.9% |
Q1 2018 | $40,000 | -4.8% | 1,400 | 0.0% | 0.02% | +6.2% |
Q4 2017 | $42,000 | -87.0% | 1,400 | -91.1% | 0.02% | -91.9% |
Q2 2013 | $324,000 | – | 15,721 | – | 0.20% | – |
Download |
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% |