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 | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $15,000 | -25.0% | 500 | -25.9% | 0.01% | -37.5% |
| Q1 2019 | $20,000 | +11.1% | 675 | 0.0% | 0.01% | -27.3% |
| Q4 2018 | $18,000 | -10.0% | 675 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $20,000 | +5.3% | 675 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $19,000 | 0.0% | 675 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $19,000 | -5.0% | 675 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $20,000 | 0.0% | 675 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $20,000 | +5.3% | 675 | 0.0% | 0.01% | -8.3% |
| Q2 2017 | $19,000 | 0.0% | 675 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $19,000 | +46.2% | 675 | +35.0% | 0.01% | +33.3% |
| Q4 2016 | $13,000 | 0.0% | 500 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $13,000 | 0.0% | 500 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $13,000 | – | 500 | – | 0.01% | – |
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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% |