FIRST TR SML CP CORE ALPHA F's ticker is FYX and the CUSIP is 33734Y109. A total of 132 filers reported holding FIRST TR SML CP CORE ALPHA F in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,197,222 | +111774.8% | 27,241 | +14.1% | 0.48% | +51.3% |
| Q2 2023 | $1,964 | +13.6% | 23,877 | +11.3% | 0.32% | +11.3% |
| Q1 2023 | $1,729 | +25.7% | 21,449 | +22.3% | 0.28% | +10.1% |
| Q4 2022 | $1,376 | -99.9% | 17,538 | -35.6% | 0.26% | -46.0% |
| Q3 2022 | $2,197,222 | +92.6% | 27,241 | +94.1% | 0.48% | +86.7% |
| Q2 2022 | $1,141,000 | +88.0% | 14,033 | +103.1% | 0.26% | +108.1% |
| Q1 2022 | $607,000 | – | 6,910 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peak Capital Management LLC | 118,732 | $7,694,000 | 6.25% |
| Hapanowicz & Associates Financial Services, Inc | 117,771 | $7,640,000 | 4.61% |
| Gladstone Institutional Advisory LLC | 46,499 | $3,019,000 | 0.74% |
| Regal Investment Advisors LLC | 53,165 | $3,452,000 | 0.62% |
| Teamwork Financial Advisors, LLC | 13,937 | $905,000 | 0.54% |
| Cypress Wealth Services, LLC | 32,761 | $2,127,000 | 0.54% |
| Camelot Portfolios, LLC | 14,160 | $919,000 | 0.39% |
| Element Wealth, LLC | 5,720 | $371,000 | 0.38% |
| IFG Advisory, LLC | 30,872 | $2,004,000 | 0.37% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 16,193 | $1,051,000 | 0.36% |