FIRST TR MID CAP CORE ALPHAD's ticker is FNX and the CUSIP is 33735B108. A total of 91 filers reported holding FIRST TR MID CAP CORE ALPHAD in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
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 ↓ |
---|---|---|---|
Solutions 4 Wealth, Ltd | 21,389 | $2,321,300 | 5.26% |
Lakeridge Wealth Management LLC | 65,746 | $7,135,166 | 4.29% |
BELLEVUE ASSET MANAGEMENT, LLC | 70,588 | $7,653,692 | 4.23% |
Priebe Wealth Holdings LLC | 28,830 | $3,128,783 | 2.48% |
Fortress Wealth Group, LLC | 38,357 | $4,379,827 | 2.20% |
Concorde Asset Management, LLC | 17,197 | $1,866,330 | 1.15% |
Per Stirling Capital Management, LLC. | 58,082 | $6,303,413 | 1.02% |
PACIFIC SUN FINANCIAL CORP | 10,639 | $1,154,613 | 0.68% |
American Institute for Advanced Investment Management, LLP | 8,038 | $872,300 | 0.67% |
DHJJ Financial Advisors, Ltd. | 13,323 | $1,445,936 | 0.61% |