FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 210 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $260,000 | -21.5% | 10,247 | -30.9% | 0.01% | -35.0% |
| Q1 2020 | $331,000 | -33.3% | 14,829 | -2.6% | 0.02% | -16.7% |
| Q4 2019 | $496,000 | -7.6% | 15,229 | -12.0% | 0.02% | -11.1% |
| Q3 2019 | $537,000 | -5.3% | 17,301 | -6.5% | 0.03% | -6.9% |
| Q2 2019 | $567,000 | -12.8% | 18,501 | -14.2% | 0.03% | -14.7% |
| Q1 2019 | $650,000 | -10.3% | 21,563 | -19.0% | 0.03% | -15.0% |
| Q4 2018 | $725,000 | -17.3% | 26,606 | -9.6% | 0.04% | -7.0% |
| Q3 2018 | $877,000 | -11.9% | 29,447 | -15.4% | 0.04% | -15.7% |
| Q2 2018 | $995,000 | -3.6% | 34,802 | -4.8% | 0.05% | -5.6% |
| Q1 2018 | $1,032,000 | -18.3% | 36,552 | -12.9% | 0.05% | -16.9% |
| Q4 2017 | $1,263,000 | -1.5% | 41,968 | -5.0% | 0.06% | -7.1% |
| Q3 2017 | $1,282,000 | -6.8% | 44,174 | -9.6% | 0.07% | -6.7% |
| Q2 2017 | $1,375,000 | -5.8% | 48,858 | -3.6% | 0.08% | -6.2% |
| Q1 2017 | $1,460,000 | -7.1% | 50,694 | -10.4% | 0.08% | -11.1% |
| Q4 2016 | $1,571,000 | +0.7% | 56,597 | -1.1% | 0.09% | +1.1% |
| Q3 2016 | $1,560,000 | +0.6% | 57,216 | -1.0% | 0.09% | +1.1% |
| Q2 2016 | $1,550,000 | +2.8% | 57,766 | -1.7% | 0.09% | -1.1% |
| Q1 2016 | $1,508,000 | -2.8% | 58,786 | -10.2% | 0.09% | -3.3% |
| Q4 2015 | $1,552,000 | -16.5% | 65,490 | -21.9% | 0.09% | -18.6% |
| Q3 2015 | $1,858,000 | -35.7% | 83,890 | -33.8% | 0.11% | -30.2% |
| Q2 2015 | $2,891,000 | -2.6% | 126,804 | -0.5% | 0.16% | 0.0% |
| Q1 2015 | $2,967,000 | +1280.0% | 127,460 | +1312.1% | 0.16% | +912.5% |
| Q2 2014 | $215,000 | – | 9,026 | – | 0.02% | – |
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% |