FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 169 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $6,846,149 | -30.0% | 204,734 | -28.8% | 0.02% | -30.8% |
Q2 2023 | $9,781,834 | +96073.8% | 287,630 | +0.4% | 0.03% | -13.3% |
Q1 2023 | $10,171 | +53.1% | 286,509 | +57.6% | 0.03% | +42.9% |
Q4 2022 | $6,645 | -99.5% | 181,758 | +334.0% | 0.02% | +320.0% |
Q3 2022 | $1,346,000 | -8.8% | 41,884 | -0.1% | 0.01% | -16.7% |
Q2 2022 | $1,476,000 | -1.4% | 41,920 | +4.8% | 0.01% | 0.0% |
Q1 2022 | $1,497,000 | +5.3% | 39,984 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $1,422,000 | +20.0% | 39,984 | +10.5% | 0.01% | 0.0% |
Q3 2021 | $1,185,000 | +3.8% | 36,182 | +5.1% | 0.01% | -14.3% |
Q2 2021 | $1,142,000 | -1.8% | 34,416 | -3.2% | 0.01% | -12.5% |
Q1 2021 | $1,163,000 | +10.6% | 35,547 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $1,052,000 | +34.9% | 35,547 | +18.7% | 0.01% | +14.3% |
Q3 2020 | $780,000 | +2.8% | 29,947 | 0.0% | 0.01% | -12.5% |
Q2 2020 | $759,000 | +12.6% | 29,947 | -0.8% | 0.01% | 0.0% |
Q1 2020 | $674,000 | -49.2% | 30,201 | -25.9% | 0.01% | -42.9% |
Q4 2019 | $1,328,000 | +45.8% | 40,774 | +39.0% | 0.01% | +27.3% |
Q3 2019 | $911,000 | +69.3% | 29,336 | +67.2% | 0.01% | +83.3% |
Q2 2019 | $538,000 | -51.1% | 17,547 | -51.9% | 0.01% | -62.5% |
Q1 2019 | $1,100,000 | +35.3% | 36,457 | +22.1% | 0.02% | +14.3% |
Q4 2018 | $813,000 | +130.3% | 29,850 | +87.1% | 0.01% | -12.5% |
Q3 2015 | $353,000 | – | 15,956 | – | 0.02% | – |
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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% |