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 | ||||
|---|---|---|---|---|---|---|
| Q4 2015 | $252,000 | +4.1% | 5,717 | +3.5% | 0.02% | -14.8% |
| Q3 2015 | $242,000 | -10.7% | 5,525 | +2.1% | 0.03% | -6.9% |
| Q2 2015 | $271,000 | -0.7% | 5,411 | 0.0% | 0.03% | 0.0% |
| Q1 2015 | $273,000 | +1.5% | 5,411 | -1.5% | 0.03% | 0.0% |
| Q4 2014 | $269,000 | +8.9% | 5,491 | 0.0% | 0.03% | +3.6% |
| Q3 2014 | $247,000 | +2.5% | 5,491 | +11.7% | 0.03% | 0.0% |
| Q2 2014 | $241,000 | +17.0% | 4,914 | +16.1% | 0.03% | +12.0% |
| Q1 2014 | $206,000 | – | 4,234 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hapanowicz & Associates Financial Services, Inc | 167,956 | $15,664,000 | 6.90% |
| Spectrum Wealth Advisory Group, LLC | 53,717 | $5,010,000 | 4.90% |
| Arrow Investment Advisors, LLC | 64,732 | $6,043,000 | 3.74% |
| Holloway Wealth Management, LLC | 95,907 | $8,944,000 | 2.73% |
| Sterling Manor Financial, LLC | 35,047 | $3,269,000 | 2.61% |
| Pinnacle Family Advisors, LLC | 31,190 | $2,912,000 | 1.27% |
| LexAurum Advisors, LLC | 35,636 | $3,323,000 | 0.98% |
| Harvest Investment Services, LLC | 24,469 | $2,282,000 | 0.96% |
| Western Wealth Management, LLC | 96,155 | $8,967,000 | 0.92% |
| Transamerica Financial Advisors, Inc. | 361 | $34,000 | 0.83% |