Independent Advisor Alliance - FIRST TR MORNINGSTAR DIV LEA ownership

FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 138 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Independent Advisor Alliance ownership history of FIRST TR MORNINGSTAR DIV LEA
ValueSharesWeighting
Q3 2023$1,386,299
-4.4%
41,456
-2.8%
0.06%
-1.6%
Q2 2023$1,450,333
+455.7%
42,644
+480.0%
0.06%
+392.3%
Q1 2023$260,996
+9.7%
7,352
+0.8%
0.01%
+30.0%
Q4 2019$238,000
-10.5%
7,291
-21.2%
0.01%
-76.2%
Q1 2017$266,0009,2520.04%
Other shareholders
FIRST TR MORNINGSTAR DIV LEA shareholders Q1 2017
NameSharesValueWeighting ↓
Shamrock Asset Management LLC 672,955$17,261,00010.22%
Jaffetilchin Investment Partners, LLC 591,577$15,174,0004.80%
HAYS ADVISORY LLC 1,065,846$27,339,0003.84%
B. Riley Wealth Management, Inc. 55,812$1,431,0002.14%
Cornerstone Financial Partners, LLC 212,701$5,453,0002.11%
Advisors Preferred, LLC 151,265$3,880,0001.92%
MERITAGE PORTFOLIO MANAGEMENT 535,255$13,729,0001.55%
CHOREO, LLC 128,081$3,285,0000.66%
Allworth Financial LP 205,276$5,265,0000.66%
Prospera Financial Services Inc 92,452$2,371,0000.53%
View complete list of FIRST TR MORNINGSTAR DIV LEA shareholders