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 Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $263,474 | -2.5% | 7,879 | -0.8% | 0.11% | 0.0% |
Q2 2023 | $270,175 | -25.7% | 7,944 | -22.4% | 0.11% | -31.3% |
Q1 2023 | $363,520 | -5.2% | 10,240 | -2.3% | 0.17% | -14.0% |
Q4 2022 | $383,368 | +0.4% | 10,486 | -11.9% | 0.19% | -7.7% |
Q3 2022 | $382,000 | -12.4% | 11,901 | -3.9% | 0.21% | -5.0% |
Q2 2022 | $436,000 | -12.4% | 12,389 | -6.9% | 0.22% | +4.8% |
Q1 2022 | $498,000 | -5.3% | 13,313 | -9.9% | 0.21% | -2.3% |
Q4 2021 | $526,000 | +11.2% | 14,783 | +2.3% | 0.22% | +3.4% |
Q3 2021 | $473,000 | -1.5% | 14,453 | -0.1% | 0.21% | -1.9% |
Q2 2021 | $480,000 | +1.1% | 14,473 | -0.2% | 0.21% | +3.9% |
Q1 2021 | $475,000 | +3.0% | 14,502 | -6.9% | 0.20% | -1.9% |
Q4 2020 | $461,000 | +11.4% | 15,578 | -1.9% | 0.21% | +10.6% |
Q3 2020 | $414,000 | -36.7% | 15,883 | -38.4% | 0.19% | -42.3% |
Q2 2020 | $654,000 | +13.1% | 25,796 | -0.4% | 0.33% | -6.6% |
Q1 2020 | $578,000 | -35.8% | 25,894 | -9.7% | 0.35% | -4.9% |
Q4 2019 | $901,000 | -8.7% | 28,684 | -6.6% | 0.37% | -12.8% |
Q3 2019 | $987,000 | -3.0% | 30,719 | -7.1% | 0.42% | -8.1% |
Q2 2019 | $1,018,000 | -4.1% | 33,051 | -5.4% | 0.46% | -8.6% |
Q1 2019 | $1,062,000 | – | 34,937 | – | 0.50% | – |
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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% |