FIRST TR MID CAP CORE ALPHAD's ticker is FNX and the CUSIP is 33735B108. A total of 104 filers reported holding FIRST TR MID CAP CORE ALPHAD in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $2,497,000 | +4.7% | 34,797 | -1.4% | 0.02% | 0.0% |
| Q3 2019 | $2,384,000 | -6.9% | 35,302 | -5.1% | 0.02% | -15.8% |
| Q2 2019 | $2,560,000 | +6.7% | 37,182 | +4.0% | 0.02% | +5.6% |
| Q1 2019 | $2,400,000 | +28.8% | 35,759 | +11.0% | 0.02% | +5.9% |
| Q4 2018 | $1,864,000 | -6.0% | 32,207 | +16.2% | 0.02% | 0.0% |
| Q3 2018 | $1,984,000 | -2.3% | 27,713 | -10.7% | 0.02% | -10.5% |
| Q2 2018 | $2,030,000 | 0.0% | 31,049 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $2,030,000 | +3.2% | 31,049 | +3.7% | 0.02% | 0.0% |
| Q4 2017 | $1,968,000 | +3.3% | 29,947 | -2.7% | 0.02% | -9.5% |
| Q3 2017 | $1,905,000 | +9.9% | 30,778 | +4.9% | 0.02% | +5.0% |
| Q2 2017 | $1,734,000 | +5.0% | 29,335 | +3.8% | 0.02% | -4.8% |
| Q1 2017 | $1,652,000 | +6.6% | 28,274 | +2.9% | 0.02% | -4.5% |
| Q4 2016 | $1,549,000 | +43.8% | 27,469 | +34.8% | 0.02% | +37.5% |
| Q3 2016 | $1,077,000 | +9.0% | 20,376 | +4.2% | 0.02% | 0.0% |
| Q2 2016 | $988,000 | +1.2% | 19,547 | -0.6% | 0.02% | -5.9% |
| Q1 2016 | $976,000 | 0.0% | 19,672 | -3.1% | 0.02% | -5.6% |
| Q4 2015 | $976,000 | +24.6% | 20,307 | +24.6% | 0.02% | +12.5% |
| Q3 2015 | $783,000 | -4.9% | 16,298 | +6.7% | 0.02% | +6.7% |
| Q2 2015 | $823,000 | +18.9% | 15,268 | +20.4% | 0.02% | +15.4% |
| Q1 2015 | $692,000 | +111.6% | 12,677 | +104.7% | 0.01% | +85.7% |
| Q4 2014 | $327,000 | +10.8% | 6,193 | +5.6% | 0.01% | -12.5% |
| Q3 2014 | $295,000 | -16.0% | 5,866 | -10.6% | 0.01% | -20.0% |
| Q2 2014 | $351,000 | +195.0% | 6,560 | +182.6% | 0.01% | +233.3% |
| Q1 2014 | $119,000 | +1.7% | 2,321 | 0.0% | 0.00% | -25.0% |
| Q4 2013 | $117,000 | +5.4% | 2,321 | -4.2% | 0.00% | 0.0% |
| Q3 2013 | $111,000 | +8.8% | 2,423 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $102,000 | – | 2,423 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pinnacle Family Advisors, LLC | 154,946 | $9,057,000 | 5.60% |
| CONDOR CAPITAL MANAGEMENT | 111,736 | $6,531,000 | 1.40% |
| Sterling Investment Advisors, Ltd. | 27,480 | $1,606,000 | 1.16% |
| GIRARD SECURITIES, INC. | 13,012 | $761,000 | 0.65% |
| Clearwater Capital Advisors, LLC | 33,196 | $1,903,000 | 0.52% |
| Integrated Wealth Management | 23,572 | $1,378,000 | 0.46% |
| Snowden Capital Advisors LLC | 34,666 | $2,026,210 | 0.44% |
| WINTRUST INVESTMENTS LLC | 25,781 | $1,507,000 | 0.43% |
| Bison Wealth, LLC | 7,054 | $412,000 | 0.36% |
| Transamerica Financial Advisors, Inc. | 48,450 | $2,832,000 | 0.34% |