FIRST TR SML CP CORE ALPHA F's ticker is FYX and the CUSIP is 33734Y109. A total of 127 filers reported holding FIRST TR SML CP CORE ALPHA F in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $207,696 | -1.9% | 2,575 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $211,816 | +42.8% | 2,575 | +39.9% | 0.03% | +35.0% |
| Q1 2023 | $148,304 | +58287.4% | 1,840 | -43.2% | 0.02% | -47.4% |
| Q4 2022 | $254 | -99.9% | 3,240 | +0.7% | 0.04% | 0.0% |
| Q3 2022 | $234,000 | -23.3% | 3,218 | -19.2% | 0.04% | -19.1% |
| Q2 2022 | $305,000 | – | 3,985 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hapanowicz & Associates Financial Services, Inc | 190,661 | $17,459,000 | 8.00% |
| Spectrum Wealth Advisory Group, LLC | 65,474 | $5,995,000 | 5.78% |
| AVAII WEALTH MANAGEMENT, LLC | 53,893 | $4,935,000 | 4.56% |
| RETIREMENT GUYS FORMULA LLC | 44,380 | $4,064,000 | 2.72% |
| BREITER CAPITAL MANAGEMENT INC | 45,932 | $4,206,000 | 2.08% |
| Holloway Wealth Management, LLC | 66,861 | $6,122,000 | 1.75% |
| MTM Investment Management, LLC | 31,344 | $2,870,000 | 1.39% |
| Western Wealth Management, LLC | 155,610 | $14,248,000 | 0.69% |
| Perennial Investment Advisors, LLC | 21,843 | $1,991,000 | 0.63% |
| Triumph Capital Management | 15,859 | $1,452,000 | 0.63% |