Plante Moran Financial Advisors, LLC - FIRST TR MORNINGSTAR DIV LEA ownership

FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 175 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Plante Moran Financial Advisors, LLC ownership history of FIRST TR MORNINGSTAR DIV LEA
ValueSharesWeighting
Q3 2021$17,000
+142.9%
511
+125.1%
0.00%
+100.0%
Q2 2019$7,000
+133.3%
227
+69.4%
0.00%0.0%
Q2 2015$3,0000.0%1340.0%0.00%0.0%
Q1 2015$3,0000.0%1340.0%0.00%0.0%
Q4 2014$3,0001340.00%
Other shareholders
FIRST TR MORNINGSTAR DIV LEA shareholders Q3 2019
NameSharesValueWeighting ↓
Shamrock Asset Management LLC 672,955$17,261,00010.22%
Jaffetilchin Investment Partners, LLC 591,577$15,174,0004.80%
HAYS ADVISORY LLC 1,065,846$27,339,0003.84%
B. Riley Wealth Management, Inc. 55,812$1,431,0002.14%
Cornerstone Financial Partners, LLC 212,701$5,453,0002.11%
Advisors Preferred, LLC 151,265$3,880,0001.92%
MERITAGE PORTFOLIO MANAGEMENT 535,255$13,729,0001.55%
CHOREO, LLC 128,081$3,285,0000.66%
Allworth Financial LP 205,276$5,265,0000.66%
Prospera Financial Services Inc 92,452$2,371,0000.53%
View complete list of FIRST TR MORNINGSTAR DIV LEA shareholders