FIRST TR SML CP CORE ALPHA F's ticker is FYX and the CUSIP is 33734Y109. A total of 106 filers reported holding FIRST TR SML CP CORE ALPHA F in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,358 | -1.9% | 240 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $19,742 | +2.1% | 240 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $19,344 | +2.7% | 240 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $18,828 | +4.6% | 240 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $18,000 | 0.0% | 240 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $18,000 | -18.2% | 240 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $22,000 | -4.3% | 240 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $23,000 | +4.5% | 240 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $22,000 | 0.0% | 240 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $22,000 | 0.0% | 240 | 0.0% | 0.00% | -33.3% |
| Q1 2021 | $22,000 | +22.2% | 240 | 0.0% | 0.00% | +50.0% |
| Q4 2020 | $18,000 | +28.6% | 240 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $14,000 | +7.7% | 240 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $13,000 | +30.0% | 240 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $10,000 | -37.5% | 240 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $16,000 | +14.3% | 240 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $14,000 | -6.7% | 240 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $15,000 | 0.0% | 240 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $15,000 | +15.4% | 240 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $13,000 | -23.5% | 240 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $17,000 | +6.2% | 240 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $16,000 | +14.3% | 240 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $14,000 | – | 240 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hapanowicz & Associates Financial Services, Inc | 167,956 | $15,664,000 | 6.90% |
| Spectrum Wealth Advisory Group, LLC | 53,717 | $5,010,000 | 4.90% |
| Arrow Investment Advisors, LLC | 64,732 | $6,043,000 | 3.74% |
| Holloway Wealth Management, LLC | 95,907 | $8,944,000 | 2.73% |
| Sterling Manor Financial, LLC | 35,047 | $3,269,000 | 2.61% |
| Pinnacle Family Advisors, LLC | 31,190 | $2,912,000 | 1.27% |
| LexAurum Advisors, LLC | 35,636 | $3,323,000 | 0.98% |
| Harvest Investment Services, LLC | 24,469 | $2,282,000 | 0.96% |
| Western Wealth Management, LLC | 96,155 | $8,967,000 | 0.92% |
| Transamerica Financial Advisors, Inc. | 361 | $34,000 | 0.83% |