FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 177 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $222,385 | -1.4% | 6,650 | +0.3% | 0.01% | 0.0% |
| Q2 2023 | $225,468 | -26.7% | 6,629 | -23.5% | 0.01% | -23.1% |
| Q1 2023 | $307,467 | +21.9% | 8,661 | +25.5% | 0.01% | +8.3% |
| Q4 2022 | $252,224 | +125.2% | 6,899 | +101.5% | 0.01% | +50.0% |
| Q1 2021 | $112,000 | +62.3% | 3,424 | +11.1% | 0.01% | -20.0% |
| Q1 2020 | $69,000 | -55.5% | 3,081 | -35.2% | 0.01% | -50.0% |
| Q4 2019 | $155,000 | +4.7% | 4,757 | +0.1% | 0.02% | -4.8% |
| Q3 2019 | $148,000 | +3.5% | 4,753 | +1.5% | 0.02% | -8.7% |
| Q2 2019 | $143,000 | +1.4% | 4,682 | +0.1% | 0.02% | -4.2% |
| Q1 2019 | $141,000 | +281.1% | 4,679 | +240.0% | 0.02% | +242.9% |
| Q4 2018 | $37,000 | -9.8% | 1,376 | +0.3% | 0.01% | -12.5% |
| Q3 2018 | $41,000 | +5.1% | 1,372 | +0.2% | 0.01% | 0.0% |
| Q2 2018 | $39,000 | 0.0% | 1,369 | +0.2% | 0.01% | -11.1% |
| Q1 2018 | $39,000 | -4.9% | 1,366 | +0.2% | 0.01% | -18.2% |
| Q4 2017 | $41,000 | +5.1% | 1,363 | +0.2% | 0.01% | -8.3% |
| Q3 2017 | $39,000 | – | 1,360 | – | 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% |