FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 88 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $715,000 | -85.4% | 26,656 | -86.0% | 0.12% | -77.0% |
| Q1 2016 | $4,883,000 | +136.2% | 190,373 | +114.4% | 0.51% | +131.1% |
| Q1 2015 | $2,067,000 | -15.0% | 88,787 | -12.5% | 0.22% | -19.3% |
| Q4 2014 | $2,432,000 | +347.1% | 101,461 | +336.8% | 0.28% | +323.1% |
| Q3 2014 | $544,000 | -1.6% | 23,229 | -0.1% | 0.06% | -5.8% |
| Q2 2014 | $553,000 | +35.9% | 23,242 | +28.4% | 0.07% | +21.1% |
| Q1 2014 | $407,000 | -43.6% | 18,096 | -45.1% | 0.06% | +3.6% |
| Q4 2013 | $722,000 | +114.2% | 32,948 | +104.0% | 0.06% | -6.8% |
| Q3 2013 | $337,000 | -3.2% | 16,152 | -4.1% | 0.06% | -14.5% |
| Q2 2013 | $348,000 | – | 16,847 | – | 0.07% | – |
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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% |