FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 349 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $290,774 | +15.3% | 8,695 | +17.2% | 0.12% | +18.3% |
| Q2 2023 | $252,225 | +8.2% | 7,416 | +12.9% | 0.10% | +6.1% |
| Q1 2023 | $233,164 | -2.5% | 6,568 | +0.4% | 0.10% | -6.7% |
| Q4 2022 | $239,265 | -13.0% | 6,544 | -16.3% | 0.10% | -18.0% |
| Q2 2022 | $275,000 | -1.8% | 7,816 | -0.8% | 0.13% | +1.6% |
| Q1 2022 | $280,000 | 0.0% | 7,878 | 0.0% | 0.13% | 0.0% |
| Q4 2021 | $280,000 | – | 7,878 | – | 0.13% | – |
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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% |