FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 173 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $4,495,000 | -29.4% | 201,302 | +2.7% | 4.81% | -7.0% |
| Q4 2019 | $6,367,000 | +4.3% | 195,973 | -0.4% | 5.17% | +26.4% |
| Q3 2019 | $6,107,000 | +4.6% | 196,761 | +0.5% | 4.09% | +2.8% |
| Q2 2019 | $5,840,000 | -17.2% | 195,702 | -16.3% | 3.98% | -17.6% |
| Q1 2019 | $7,054,000 | +41.2% | 233,871 | +27.5% | 4.83% | +34.6% |
| Q4 2018 | $4,996,000 | -19.9% | 183,414 | -13.2% | 3.59% | -21.7% |
| Q3 2018 | $6,234,000 | +12.8% | 211,365 | +9.3% | 4.58% | +37.1% |
| Q2 2018 | $5,529,000 | -3.9% | 193,391 | -5.1% | 3.34% | -24.9% |
| Q1 2018 | $5,752,000 | -25.4% | 203,752 | -23.4% | 4.46% | -15.1% |
| Q4 2017 | $7,715,000 | 0.0% | 265,844 | 0.0% | 5.25% | +2.3% |
| Q3 2017 | $7,715,000 | +1.3% | 265,844 | -1.8% | 5.13% | +20.6% |
| Q2 2017 | $7,617,000 | – | 270,763 | – | 4.26% | – |
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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% |