FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 175 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $233 | -5.7% | 6,971 | 0.0% | 0.10% | -13.4% |
| Q1 2023 | $247 | -3.1% | 6,971 | 0.0% | 0.11% | +4.7% |
| Q4 2022 | $255 | -99.9% | 6,971 | 0.0% | 0.11% | +1.9% |
| Q3 2022 | $224,000 | -8.9% | 6,971 | 0.0% | 0.10% | -3.7% |
| Q2 2022 | $246,000 | -5.7% | 6,971 | 0.0% | 0.11% | +0.9% |
| Q1 2022 | $261,000 | +5.2% | 6,971 | 0.0% | 0.11% | +21.3% |
| Q4 2021 | $248,000 | +8.8% | 6,971 | 0.0% | 0.09% | -8.2% |
| Q3 2021 | $228,000 | -1.3% | 6,971 | 0.0% | 0.10% | -21.1% |
| Q2 2021 | $231,000 | -9.1% | 6,971 | -10.2% | 0.12% | +1.7% |
| Q1 2021 | $254,000 | +10.4% | 7,761 | 0.0% | 0.12% | +1.7% |
| Q4 2020 | $230,000 | +13.9% | 7,761 | 0.0% | 0.12% | +4.4% |
| Q3 2020 | $202,000 | -20.2% | 7,761 | 0.0% | 0.11% | -32.5% |
| Q4 2019 | $253,000 | – | 7,761 | – | 0.17% | – |
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% |