FIRST TR MID CAP CORE ALPHAD's ticker is FNX and the CUSIP is 33735B108. A total of 59 filers reported holding FIRST TR MID CAP CORE ALPHAD in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $423,000 | +13.7% | 6,835 | +8.8% | 0.00% | +33.3% |
| Q2 2017 | $372,000 | -32.7% | 6,280 | -33.6% | 0.00% | -40.0% |
| Q1 2017 | $553,000 | +17.4% | 9,455 | +13.2% | 0.01% | +25.0% |
| Q4 2016 | $471,000 | -50.1% | 8,355 | -55.5% | 0.00% | -33.3% |
| Q3 2014 | $944,000 | -53.0% | 18,792 | -57.1% | 0.01% | -25.0% |
| Q3 2013 | $2,007,000 | – | 43,773 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BELLEVUE ASSET MANAGEMENT, LLC | 60,807 | $6,087,000 | 3.72% |
| Arrow Investment Advisors, LLC | 58,727 | $5,879,000 | 3.64% |
| Golden State Equity Partners | 92,879 | $9,297,000 | 3.59% |
| Holloway Wealth Management, LLC | 68,061 | $6,813,000 | 2.08% |
| Total Clarity Wealth Management, Inc. | 32,338 | $3,237,000 | 1.81% |
| Pinnacle Family Advisors, LLC | 31,517 | $3,155,000 | 1.38% |
| Harvest Investment Services, LLC | 23,249 | $2,327,000 | 0.98% |
| LexAurum Advisors, LLC | 32,270 | $3,230,000 | 0.96% |
| DHJJ Financial Advisors, Ltd. | 16,989 | $1,701,000 | 0.90% |
| Bedel Financial Consulting, Inc. | 18,043 | $1,806,000 | 0.63% |