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 2021 | $2,810,000 | +26.7% | 85,787 | +28.4% | 0.83% | +26.3% |
| Q2 2021 | $2,217,000 | +39.2% | 66,827 | +37.2% | 0.66% | +20.6% |
| Q1 2021 | $1,593,000 | +12.1% | 48,694 | +1.4% | 0.54% | +7.1% |
| Q4 2020 | $1,421,000 | +170.2% | 48,008 | +137.9% | 0.51% | +135.6% |
| Q3 2020 | $526,000 | +10.7% | 20,183 | +7.8% | 0.22% | -16.9% |
| Q2 2020 | $475,000 | -55.6% | 18,725 | -43.0% | 0.26% | -50.8% |
| Q4 2019 | $1,069,000 | +26.8% | 32,824 | +20.8% | 0.53% | +5.8% |
| Q3 2019 | $843,000 | -73.5% | 27,173 | -73.8% | 0.50% | -74.6% |
| Q2 2019 | $3,176,000 | +40.4% | 103,646 | +38.2% | 1.96% | +31.0% |
| Q1 2019 | $2,262,000 | – | 74,997 | – | 1.50% | – |
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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% |