FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 2 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $710,517 | -7.4% | 21,248 | -5.9% | 0.40% | -6.4% |
| Q2 2023 | $767,689 | -3.4% | 22,572 | +0.8% | 0.42% | +30.2% |
| Q1 2023 | $795,010 | +14.7% | 22,395 | +18.2% | 0.32% | -2.1% |
| Q4 2022 | $692,825 | +9797.5% | 18,950 | +9668.0% | 0.33% | +8200.0% |
| Q3 2022 | $7,000 | 0.0% | 194 | +1.0% | 0.00% | 0.0% |
| Q2 2022 | $7,000 | 0.0% | 192 | +1.1% | 0.00% | 0.0% |
| Q1 2022 | $7,000 | 0.0% | 190 | +0.5% | 0.00% | +33.3% |
| Q4 2021 | $7,000 | +16.7% | 189 | +2.2% | 0.00% | -25.0% |
| Q2 2021 | $6,000 | 0.0% | 185 | +1.1% | 0.00% | -20.0% |
| Q1 2021 | $6,000 | +20.0% | 183 | +1.1% | 0.01% | 0.0% |
| Q4 2020 | $5,000 | – | 181 | – | 0.01% | – |
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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% |