FIRST TR SML CP CORE ALPHA F's ticker is FYX and the CUSIP is 33734Y109. A total of 84 filers reported holding FIRST TR SML CP CORE ALPHA F in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
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 | 219,806 | $17,716,335 | 12.22% |
| Spectrum Wealth Advisory Group, LLC | 67,990 | $5,479,982 | 7.39% |
| Wealth Alliance Advisory Group, LLC | 108,513 | $8,746,145 | 3.27% |
| Mainsail Financial Group, LLC | 29,011 | $2,318,215 | 2.25% |
| RETIREMENT GUYS FORMULA LLC | 30,009 | $2,418,743 | 1.73% |
| MTM Investment Management, LLC | 38,925 | $3,137,387 | 1.61% |
| Per Stirling Capital Management, LLC. | 43,728 | $3,524,480 | 0.76% |
| PCA Investment Advisory Services Inc. | 13,002 | $1,048,038 | 0.74% |
| Root Financial Partners, LLC | 12,726 | $1,025,747 | 0.73% |
| Western Wealth Management, LLC | 74,914 | $6,038,075 | 0.56% |