FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 337 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $18,501 | -92.4% | 544 | -91.9% | 0.00% | -100.0% |
| Q4 2022 | $244,367 | -5.6% | 6,684 | -15.8% | 0.01% | -16.7% |
| Q4 2019 | $259,000 | +5.3% | 7,936 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $246,000 | +7.9% | 7,936 | +6.7% | 0.01% | +20.0% |
| Q2 2019 | $228,000 | +1.8% | 7,436 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $224,000 | +10.9% | 7,436 | 0.0% | 0.01% | -16.7% |
| Q4 2018 | $202,000 | -27.6% | 7,436 | -20.4% | 0.01% | -14.3% |
| Q3 2018 | $279,000 | -7.3% | 9,337 | -11.4% | 0.01% | -12.5% |
| Q2 2018 | $301,000 | +36.2% | 10,541 | +34.6% | 0.01% | +33.3% |
| Q1 2018 | $221,000 | -16.3% | 7,831 | -10.6% | 0.01% | -14.3% |
| Q4 2017 | $264,000 | +3.9% | 8,764 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $254,000 | +3.3% | 8,764 | 0.0% | 0.01% | -12.5% |
| Q2 2017 | $246,000 | -14.0% | 8,764 | -11.6% | 0.01% | -11.1% |
| Q1 2017 | $286,000 | +4.0% | 9,914 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $275,000 | +3.8% | 9,914 | +2.1% | 0.01% | 0.0% |
| Q3 2016 | $265,000 | +8.6% | 9,714 | +6.6% | 0.01% | 0.0% |
| Q2 2016 | $244,000 | +4.3% | 9,114 | 0.0% | 0.01% | +12.5% |
| Q1 2016 | $234,000 | +8.3% | 9,114 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $216,000 | +7.5% | 9,114 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $201,000 | -3.4% | 9,114 | 0.0% | 0.01% | +14.3% |
| Q2 2015 | $208,000 | – | 9,114 | – | 0.01% | – |
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% |