FIRST TR MID CAP CORE ALPHAD's ticker is FNX and the CUSIP is 33735B108. A total of 111 filers reported holding FIRST TR MID CAP CORE ALPHAD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $34,469 | +13.4% | 330 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $30,393 | -4.4% | 330 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $31,786 | +7.1% | 330 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $29,687 | +2.4% | 330 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $28,984 | +7.3% | 330 | 0.0% | 0.00% | -25.0% |
| Q3 2022 | $27,000 | -3.6% | 330 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $28,000 | -12.5% | 330 | 0.0% | 0.00% | +33.3% |
| Q1 2022 | $32,000 | -5.9% | 330 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $34,000 | +6.2% | 330 | 0.0% | 0.00% | -25.0% |
| Q3 2021 | $32,000 | -3.0% | 330 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $33,000 | +6.5% | 330 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $31,000 | +14.8% | 330 | 0.0% | 0.00% | +33.3% |
| Q4 2020 | $27,000 | +22.7% | 330 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $22,000 | +4.8% | 330 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $21,000 | +31.2% | 330 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $16,000 | -33.3% | 330 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $24,000 | +9.1% | 330 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $22,000 | -4.3% | 330 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $23,000 | +4.5% | 330 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $22,000 | +15.8% | 330 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $19,000 | -20.8% | 330 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $24,000 | +4.3% | 330 | 0.0% | 0.00% | -25.0% |
| Q2 2018 | $23,000 | +4.5% | 330 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $22,000 | – | 330 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BELLEVUE ASSET MANAGEMENT, LLC | 50,779 | $4,272,000 | 3.09% |
| Kaydan Wealth Management, Inc. | 24,722 | $2,068,243 | 1.15% |
| DHJJ Financial Advisors, Ltd. | 16,331 | $1,366,000 | 0.76% |
| Total Clarity Wealth Management, Inc. | 16,438 | $1,375,000 | 0.71% |
| PACIFIC SUN FINANCIAL CORP | 11,829 | $990,000 | 0.65% |
| MONECO Advisors, LLC | 18,266 | $1,528,000 | 0.59% |
| LVZ, Inc. | 38,146 | $3,191,000 | 0.54% |
| S.C. Financial Services, Inc. | 3,853 | $322,000 | 0.50% |
| B. Riley Wealth Advisors, Inc. | 133,442 | $11,164,000 | 0.47% |
| Bedel Financial Consulting, Inc. | 18,043 | $1,509,000 | 0.44% |