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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $351,000 | +24.5% | 10,762 | +18.4% | 0.20% | +16.2% |
| Q3 2019 | $282,000 | +2.5% | 9,093 | +1.2% | 0.17% | -0.6% |
| Q2 2019 | $275,000 | +1.5% | 8,982 | +0.8% | 0.17% | -3.9% |
| Q1 2019 | $271,000 | +12.4% | 8,908 | +0.8% | 0.18% | -5.2% |
| Q4 2018 | $241,000 | -7.3% | 8,841 | +1.3% | 0.19% | +0.5% |
| Q3 2018 | $260,000 | +4.8% | 8,728 | +0.8% | 0.19% | -5.5% |
| Q2 2018 | $248,000 | -41.2% | 8,659 | -42.0% | 0.20% | -42.4% |
| Q1 2018 | $422,000 | -21.4% | 14,940 | -16.3% | 0.35% | -28.0% |
| Q4 2017 | $537,000 | – | 17,860 | – | 0.48% | – |
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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% |