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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $308,384 | -1.7% | 9,222 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $313,640 | -14.1% | 9,222 | -10.3% | 0.01% | -20.0% |
| Q1 2023 | $365,046 | +96986.7% | 10,283 | 0.0% | 0.01% | -9.1% |
| Q4 2022 | $376 | -99.9% | 10,283 | 0.0% | 0.01% | +10.0% |
| Q3 2022 | $330,000 | -14.1% | 10,283 | -5.6% | 0.01% | -9.1% |
| Q2 2022 | $384,000 | -5.9% | 10,898 | 0.0% | 0.01% | +10.0% |
| Q1 2022 | $408,000 | +5.2% | 10,898 | 0.0% | 0.01% | +11.1% |
| Q4 2021 | $388,000 | +8.7% | 10,898 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $357,000 | -1.4% | 10,898 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $362,000 | -10.0% | 10,898 | -11.3% | 0.01% | -18.2% |
| Q1 2021 | $402,000 | +10.4% | 12,287 | 0.0% | 0.01% | -8.3% |
| Q4 2020 | $364,000 | -3.7% | 12,287 | -15.3% | 0.01% | -20.0% |
| Q3 2020 | $378,000 | +2.7% | 14,507 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $368,000 | +13.6% | 14,507 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $324,000 | -37.6% | 14,507 | -8.9% | 0.02% | -21.1% |
| Q4 2019 | $519,000 | +3.4% | 15,920 | -1.6% | 0.02% | -13.6% |
| Q3 2019 | $502,000 | – | 16,180 | – | 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% |