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 2017 | $282,000 | -71.5% | 4,785 | -73.1% | 0.00% | -77.8% |
| Q2 2017 | $988,000 | +5.4% | 17,771 | +3.2% | 0.01% | +12.5% |
| Q1 2017 | $937,000 | -75.5% | 17,221 | -75.7% | 0.01% | -75.0% |
| Q4 2016 | $3,821,000 | -15.1% | 70,978 | -21.5% | 0.03% | -31.9% |
| Q3 2016 | $4,499,000 | +228.6% | 90,417 | +203.9% | 0.05% | +370.0% |
| Q2 2016 | $1,369,000 | +850.7% | 29,750 | +830.0% | 0.01% | +900.0% |
| Q1 2016 | $144,000 | -71.1% | 3,199 | -67.5% | 0.00% | -66.7% |
| Q1 2015 | $498,000 | -11.2% | 9,849 | -14.0% | 0.00% | 0.0% |
| Q4 2014 | $561,000 | -87.5% | 11,449 | -87.5% | 0.00% | -88.5% |
| Q2 2014 | $4,490,000 | +555.5% | 91,396 | +549.3% | 0.03% | +766.7% |
| Q4 2013 | $685,000 | +90.8% | 14,077 | +71.7% | 0.00% | +200.0% |
| Q3 2013 | $359,000 | – | 8,200 | – | 0.00% | – |
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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% |