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 Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $156,295 | -18.2% | 4,596 | -14.6% | 0.16% | -17.6% |
| Q1 2023 | $190,959 | -3.4% | 5,379 | -0.5% | 0.19% | +26.1% |
| Q4 2022 | $197,739 | +10.5% | 5,408 | -3.0% | 0.15% | +7.7% |
| Q3 2022 | $179,000 | -12.7% | 5,578 | -4.0% | 0.14% | -7.8% |
| Q2 2022 | $205,000 | -11.3% | 5,810 | -5.7% | 0.15% | +1.3% |
| Q1 2022 | $231,000 | +61.5% | 6,160 | +53.7% | 0.15% | +74.7% |
| Q4 2021 | $143,000 | – | 4,008 | – | 0.09% | – |
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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% |