FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 159 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $23,000 | +15.0% | 910 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $20,000 | -31.0% | 910 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $29,000 | +3.6% | 910 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $28,000 | +3.7% | 910 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $27,000 | 0.0% | 910 | 0.0% | 0.00% | -33.3% |
| Q1 2019 | $27,000 | +8.0% | 910 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $25,000 | -7.4% | 910 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $27,000 | +3.8% | 910 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $26,000 | +4.0% | 910 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $25,000 | -59.0% | 910 | -55.7% | 0.00% | -57.1% |
| Q4 2017 | $61,000 | +1.7% | 2,055 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $60,000 | +5.3% | 2,055 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $57,000 | -3.4% | 2,055 | 0.0% | 0.01% | -12.5% |
| Q1 2017 | $59,000 | +3.5% | 2,055 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $57,000 | +137.5% | 2,055 | +125.8% | 0.01% | +100.0% |
| Q3 2016 | $24,000 | 0.0% | 910 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $24,000 | – | 910 | – | 0.00% | – |
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% |