FIRST TR MID CAP CORE ALPHAD's ticker is FNX and the CUSIP is 33735B108. A total of 162 filers reported holding FIRST TR MID CAP CORE ALPHAD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,934,777 | -44.2% | 21,007 | -41.6% | 0.02% | -45.0% |
Q2 2023 | $3,465,517 | +10.2% | 35,979 | +2.9% | 0.04% | +2.6% |
Q1 2023 | $3,145,724 | +6.0% | 34,968 | +3.5% | 0.04% | -2.5% |
Q4 2022 | $2,968,542 | +63.5% | 33,799 | +49.4% | 0.04% | +42.9% |
Q3 2022 | $1,816,000 | +0.5% | 22,629 | +4.8% | 0.03% | +3.7% |
Q2 2022 | $1,807,000 | -15.6% | 21,598 | -1.0% | 0.03% | -6.9% |
Q1 2022 | $2,142,000 | +5.2% | 21,822 | +10.2% | 0.03% | -6.5% |
Q4 2021 | $2,036,000 | +5.9% | 19,794 | +0.9% | 0.03% | -3.1% |
Q3 2021 | $1,922,000 | +3.7% | 19,615 | +7.0% | 0.03% | -5.9% |
Q2 2021 | $1,853,000 | – | 18,335 | – | 0.03% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
BELLEVUE ASSET MANAGEMENT, LLC | 50,779 | $4,272,000 | 3.09% |
Kaydan Wealth Management, Inc. | 24,722 | $2,068,243 | 1.15% |
DHJJ Financial Advisors, Ltd. | 16,331 | $1,366,000 | 0.76% |
Total Clarity Wealth Management, Inc. | 16,438 | $1,375,000 | 0.71% |
PACIFIC SUN FINANCIAL CORP | 11,829 | $990,000 | 0.65% |
MONECO Advisors, LLC | 18,266 | $1,528,000 | 0.59% |
LVZ, Inc. | 38,146 | $3,191,000 | 0.54% |
S.C. Financial Services, Inc. | 3,853 | $322,000 | 0.50% |
B. Riley Wealth Advisors, Inc. | 133,442 | $11,164,000 | 0.47% |
Bedel Financial Consulting, Inc. | 18,043 | $1,509,000 | 0.44% |