FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 206 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $581,039 | +0.6% | 17,376 | +2.3% | 0.07% | -5.3% |
| Q2 2023 | $577,475 | -3.2% | 16,980 | +1.1% | 0.08% | -7.3% |
| Q1 2023 | $596,434 | +176.7% | 16,801 | +184.9% | 0.08% | +78.3% |
| Q4 2022 | $215,581 | +2.7% | 5,897 | -1.3% | 0.05% | +4.5% |
| Q2 2022 | $210,000 | -21.3% | 5,972 | -16.3% | 0.04% | -13.7% |
| Q1 2022 | $267,000 | +8.5% | 7,135 | +3.2% | 0.05% | +10.9% |
| Q4 2021 | $246,000 | +8.8% | 6,916 | +0.3% | 0.05% | -2.1% |
| Q3 2021 | $226,000 | -1.3% | 6,893 | -0.2% | 0.05% | -2.1% |
| Q2 2021 | $229,000 | – | 6,907 | – | 0.05% | – |
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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% |