FIRST TR SML CP CORE ALPHA F's ticker is FYX and the CUSIP is 33734Y109. A total of 58 filers reported holding FIRST TR SML CP CORE ALPHA F in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $1,668,000 | +111.7% | 34,085 | +93.8% | 0.03% | +93.3% |
| Q3 2014 | $788,000 | +20.3% | 17,587 | +32.1% | 0.02% | +25.0% |
| Q2 2014 | $655,000 | +18.4% | 13,318 | +17.4% | 0.01% | +9.1% |
| Q1 2014 | $553,000 | +26.0% | 11,344 | +25.6% | 0.01% | +57.1% |
| Q4 2013 | $439,000 | +29.1% | 9,033 | +16.6% | 0.01% | +16.7% |
| Q3 2013 | $340,000 | +3.3% | 7,750 | -6.9% | 0.01% | -14.3% |
| Q2 2013 | $329,000 | – | 8,322 | – | 0.01% | – |
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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% |