FIRST TR MID CAP CORE ALPHAD's ticker is FNX and the CUSIP is 33735B108. A total of 112 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $35,814 | -4.3% | 330 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $37,412 | +8.5% | 330 | 0.0% | 0.00% | 0.0% |
| 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 ↓ |
|---|---|---|---|
| Solutions 4 Wealth, Ltd | 21,389 | $2,321,300 | 5.26% |
| Lakeridge Wealth Management LLC | 65,746 | $7,135,166 | 4.29% |
| BELLEVUE ASSET MANAGEMENT, LLC | 70,588 | $7,653,692 | 4.23% |
| Priebe Wealth Holdings LLC | 28,830 | $3,128,783 | 2.48% |
| Fortress Wealth Group, LLC | 38,357 | $4,379,827 | 2.20% |
| Concorde Asset Management, LLC | 17,197 | $1,866,330 | 1.15% |
| Per Stirling Capital Management, LLC. | 58,082 | $6,303,413 | 1.02% |
| PACIFIC SUN FINANCIAL CORP | 10,639 | $1,154,613 | 0.68% |
| American Institute for Advanced Investment Management, LLP | 8,038 | $872,300 | 0.67% |
| DHJJ Financial Advisors, Ltd. | 13,323 | $1,445,936 | 0.61% |