FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 177 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,935,578 | -5.0% | 87,786 | -3.4% | 0.22% | -1.8% |
Q2 2023 | $3,090,242 | -10.9% | 90,863 | -7.0% | 0.22% | -10.9% |
Q1 2023 | $3,470,044 | +74.8% | 97,748 | +80.0% | 0.25% | +61.4% |
Q4 2022 | $1,984,969 | +15.2% | 54,293 | +1.3% | 0.15% | +6.2% |
Q3 2022 | $1,723,000 | +23.0% | 53,617 | +34.8% | 0.14% | +28.6% |
Q2 2022 | $1,401,000 | +2.2% | 39,784 | +8.7% | 0.11% | +21.7% |
Q1 2022 | $1,371,000 | +7.4% | 36,615 | +2.0% | 0.09% | +10.8% |
Q4 2021 | $1,276,000 | +4.8% | 35,883 | -3.4% | 0.08% | -4.6% |
Q3 2021 | $1,217,000 | +3.1% | 37,139 | +4.5% | 0.09% | -6.5% |
Q2 2021 | $1,180,000 | +1.1% | 35,552 | -0.3% | 0.09% | -17.0% |
Q1 2021 | $1,167,000 | +16.0% | 35,668 | +4.9% | 0.11% | +6.7% |
Q4 2020 | $1,006,000 | +374.5% | 34,003 | +317.5% | 0.10% | +556.2% |
Q3 2020 | $212,000 | -78.0% | 8,144 | -78.5% | 0.02% | -89.0% |
Q2 2020 | $962,000 | -14.4% | 37,933 | +9.9% | 0.14% | +2.1% |
Q4 2019 | $1,124,000 | – | 34,509 | – | 0.14% | – |
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% |