FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 155 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $62,681 | -1.7% | 1,875 | 0.0% | 0.04% | -9.8% |
Q2 2023 | $63,750 | -4.2% | 1,875 | 0.0% | 0.04% | 0.0% |
Q1 2023 | $66,562 | -2.9% | 1,875 | 0.0% | 0.04% | -2.4% |
Q4 2022 | $68,550 | +14.2% | 1,875 | 0.0% | 0.04% | +5.0% |
Q3 2022 | $60,000 | -9.1% | 1,875 | 0.0% | 0.04% | -7.0% |
Q2 2022 | $66,000 | -5.7% | 1,875 | 0.0% | 0.04% | +2.4% |
Q1 2022 | $70,000 | +4.5% | 1,875 | 0.0% | 0.04% | +2.4% |
Q4 2021 | $67,000 | +9.8% | 1,875 | 0.0% | 0.04% | 0.0% |
Q3 2021 | $61,000 | -1.6% | 1,875 | 0.0% | 0.04% | 0.0% |
Q2 2021 | $62,000 | +1.6% | 1,875 | 0.0% | 0.04% | -2.4% |
Q1 2021 | $61,000 | +10.9% | 1,875 | 0.0% | 0.04% | +2.4% |
Q4 2020 | $55,000 | +12.2% | 1,875 | 0.0% | 0.04% | -2.4% |
Q3 2020 | $49,000 | +2.1% | 1,875 | 0.0% | 0.04% | +2.4% |
Q2 2020 | $48,000 | +14.3% | 1,875 | 0.0% | 0.04% | +5.1% |
Q1 2020 | $42,000 | -31.1% | 1,875 | 0.0% | 0.04% | -11.4% |
Q4 2019 | $61,000 | +5.2% | 1,875 | 0.0% | 0.04% | -2.2% |
Q3 2019 | $58,000 | +1.8% | 1,875 | 0.0% | 0.04% | -2.2% |
Q2 2019 | $57,000 | 0.0% | 1,875 | 0.0% | 0.05% | +7.0% |
Q1 2019 | $57,000 | +11.8% | 1,875 | 0.0% | 0.04% | +4.9% |
Q4 2018 | $51,000 | -8.9% | 1,875 | 0.0% | 0.04% | +10.8% |
Q3 2018 | $56,000 | +3.7% | 1,875 | 0.0% | 0.04% | -2.6% |
Q2 2018 | $54,000 | +1.9% | 1,875 | 0.0% | 0.04% | 0.0% |
Q1 2018 | $53,000 | -5.4% | 1,875 | 0.0% | 0.04% | +5.6% |
Q4 2017 | $56,000 | +3.7% | 1,875 | 0.0% | 0.04% | +2.9% |
Q3 2017 | $54,000 | +1.9% | 1,875 | 0.0% | 0.04% | +2.9% |
Q2 2017 | $53,000 | -1.9% | 1,875 | 0.0% | 0.03% | 0.0% |
Q1 2017 | $54,000 | +3.8% | 1,875 | 0.0% | 0.03% | +9.7% |
Q4 2016 | $52,000 | – | 1,875 | – | 0.03% | – |
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% |