FIRST TR MID CAP CORE ALPHAD's ticker is FNX and the CUSIP is 33735B108. A total of 155 filers reported holding FIRST TR MID CAP CORE ALPHAD 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 | $234,026 | +95420.8% | 2,541 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $245 | -99.9% | 2,541 | -11.0% | 0.01% | -30.0% |
| Q4 2019 | $207,000 | -6.8% | 2,854 | -29.9% | 0.01% | -58.3% |
| Q1 2015 | $222,000 | -47.8% | 4,069 | -49.4% | 0.02% | -47.8% |
| Q4 2014 | $425,000 | -7.8% | 8,041 | -12.4% | 0.05% | -13.2% |
| Q3 2014 | $461,000 | -3.6% | 9,180 | +2.7% | 0.05% | -3.6% |
| Q2 2014 | $478,000 | +10.9% | 8,939 | +6.9% | 0.06% | +3.8% |
| Q1 2014 | $431,000 | +2.1% | 8,364 | 0.0% | 0.05% | -3.6% |
| Q4 2013 | $422,000 | +34.4% | 8,364 | +22.4% | 0.06% | +14.6% |
| Q3 2013 | $314,000 | – | 6,831 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fortress Wealth Group, LLC | 72,518 | $6,451,727 | 4.30% |
| BELLEVUE ASSET MANAGEMENT, LLC | 49,602 | $4,560,422 | 3.06% |
| Golden State Equity Partners | 81,059 | $7,465,534 | 2.08% |
| Dorsey Wright & Associates | 28,735 | $2,646,000 | 0.82% |
| DHJJ Financial Advisors, Ltd. | 16,695 | $1,537,610 | 0.78% |
| Per Stirling Capital Management, LLC. | 38,815 | $3,574,818 | 0.74% |
| American Institute for Advanced Investment Management, LLP | 7,559 | $736,806 | 0.68% |
| LVZ, Inc. | 45,002 | $4,144,661 | 0.67% |
| Coppell Advisory Solutions LLC | 20,389 | $1,790,777 | 0.62% |
| Kaydan Wealth Management, Inc. | 15,065 | $1,387,487 | 0.55% |