FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 337 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $430,306 | -22.4% | 12,868 | -21.0% | 0.00% | -50.0% |
Q2 2023 | $554,226 | +49.8% | 16,296 | +61.0% | 0.00% | 0.0% |
Q4 2022 | $370,097 | -61.0% | 10,123 | -65.8% | 0.00% | -66.7% |
Q3 2022 | $950,000 | -77.8% | 29,566 | -75.7% | 0.01% | -81.2% |
Q2 2022 | $4,277,000 | +11.8% | 121,438 | +18.9% | 0.03% | 0.0% |
Q1 2022 | $3,825,000 | -3.0% | 102,163 | -14.0% | 0.03% | -28.9% |
Q2 2021 | $3,943,000 | +850.1% | 118,843 | +837.3% | 0.04% | +542.9% |
Q1 2021 | $415,000 | -85.1% | 12,679 | -86.5% | 0.01% | -82.1% |
Q4 2020 | $2,777,000 | +362.8% | 93,845 | +249.3% | 0.04% | +56.0% |
Q1 2020 | $600,000 | -81.6% | 26,863 | -73.2% | 0.02% | -75.7% |
Q4 2019 | $3,268,000 | – | 100,311 | – | 0.10% | – |
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% |