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 ↓ |
|---|---|---|---|
| Hapanowicz & Associates Financial Services, Inc | 202,149 | $15,495,000 | 12.09% |
| Spectrum Wealth Advisory Group, LLC | 68,066 | $5,217,000 | 5.82% |
| AVAII WEALTH MANAGEMENT, LLC | 55,973 | $4,290,000 | 4.59% |
| RETIREMENT GUYS FORMULA LLC | 47,684 | $3,655,000 | 3.75% |
| MTM Investment Management, LLC | 35,731 | $2,778,000 | 1.50% |
| Perennial Investment Advisors, LLC | 23,066 | $1,767,000 | 0.69% |
| Western Wealth Management, LLC | 152,482 | $11,697,000 | 0.67% |
| ARS Wealth Advisors Group, LLC | 61,019 | $4,677,000 | 0.64% |
| MONECO Advisors, LLC | 19,776 | $1,516,000 | 0.59% |
| Regal Investment Advisors LLC | 68,251 | $5,231,000 | 0.54% |