FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 155 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $6,678 | +65.6% | 199,708 | +68.4% | 0.66% | +115.6% |
Q2 2023 | $4,033 | -32.2% | 118,574 | -29.2% | 0.31% | -51.3% |
Q1 2023 | $5,948 | -99.3% | 167,548 | +587.7% | 0.63% | +830.9% |
Q1 2022 | $912,000 | +106.8% | 24,363 | +80.6% | 0.07% | +119.4% |
Q1 2021 | $441,000 | -45.1% | 13,488 | -50.3% | 0.03% | -64.4% |
Q4 2020 | $804,000 | -9.0% | 27,161 | -19.9% | 0.09% | -42.8% |
Q3 2020 | $884,000 | +65.2% | 33,915 | +60.8% | 0.15% | +145.2% |
Q2 2020 | $535,000 | -58.3% | 21,096 | -48.9% | 0.06% | -38.0% |
Q3 2019 | $1,283,000 | +6.0% | 41,324 | +4.6% | 0.10% | +40.8% |
Q2 2019 | $1,210,000 | -2.5% | 39,504 | -4.0% | 0.07% | +1.4% |
Q1 2019 | $1,241,000 | +19.7% | 41,146 | +8.0% | 0.07% | +25.0% |
Q4 2018 | $1,037,000 | +303.5% | 38,086 | +323.1% | 0.06% | +409.1% |
Q2 2018 | $257,000 | -90.9% | 9,001 | -91.0% | 0.01% | -92.8% |
Q1 2018 | $2,826,000 | +311.4% | 100,101 | +323.0% | 0.15% | +347.1% |
Q3 2017 | $687,000 | -72.4% | 23,665 | -73.2% | 0.03% | -90.1% |
Q2 2017 | $2,488,000 | +495.2% | 88,451 | +477.1% | 0.34% | +379.2% |
Q3 2016 | $418,000 | -61.0% | 15,328 | -67.4% | 0.07% | -25.0% |
Q2 2015 | $1,072,000 | +100.0% | 47,029 | +104.1% | 0.10% | +62.7% |
Q1 2015 | $536,000 | +49.7% | 23,043 | +41.0% | 0.06% | +63.9% |
Q4 2013 | $358,000 | -41.9% | 16,346 | -44.8% | 0.04% | -40.0% |
Q3 2013 | $616,000 | -11.0% | 29,599 | -11.7% | 0.06% | -9.1% |
Q2 2013 | $692,000 | – | 33,530 | – | 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% |