FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 234 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $296 | -23.3% | 8,852 | -21.9% | 0.00% | 0.0% |
Q2 2023 | $386 | -70.9% | 11,340 | -69.7% | 0.00% | -77.8% |
Q1 2023 | $1,327 | +808.9% | 37,371 | +835.9% | 0.01% | +800.0% |
Q4 2022 | $146 | -99.9% | 3,993 | +0.2% | 0.00% | 0.0% |
Q3 2022 | $128,000 | -8.6% | 3,987 | +0.2% | 0.00% | 0.0% |
Q2 2022 | $140,000 | -6.0% | 3,980 | +0.1% | 0.00% | 0.0% |
Q1 2022 | $149,000 | -42.5% | 3,976 | -45.3% | 0.00% | -50.0% |
Q4 2021 | $259,000 | +7.5% | 7,272 | +0.2% | 0.00% | 0.0% |
Q2 2021 | $241,000 | 0.0% | 7,260 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $241,000 | 0.0% | 7,260 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $241,000 | 0.0% | 7,260 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $241,000 | 0.0% | 7,260 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $241,000 | 0.0% | 7,260 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $241,000 | 0.0% | 7,260 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $241,000 | 0.0% | 7,260 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $241,000 | 0.0% | 7,260 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $241,000 | 0.0% | 7,260 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $241,000 | – | 7,260 | +362900.0% | 0.00% | – |
Q4 2018 | $0 | – | 2 | +100.0% | 0.00% | – |
Q3 2018 | $0 | -100.0% | 1 | -99.8% | 0.00% | -100.0% |
Q2 2016 | $14,000 | 0.0% | 537 | 0.0% | 0.00% | 0.0% |
Q1 2016 | $14,000 | -80.6% | 537 | -82.3% | 0.00% | -85.7% |
Q4 2015 | $72,000 | -12.2% | 3,038 | -18.4% | 0.01% | -12.5% |
Q3 2015 | $82,000 | – | 3,724 | – | 0.01% | – |
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% |