FIRST TR SML CP CORE ALPHA F's ticker is FYX and the CUSIP is 33734Y109. A total of 60 filers reported holding FIRST TR SML CP CORE ALPHA F in Q4 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 | 221,838 | $17,893,143 | 12.71% |
Wealth Alliance Advisory Group, LLC | 110,491 | $8,912,024 | 2.64% |
Mainsail Financial Group, LLC | 29,768 | $2,374,138 | 2.15% |
MTM Investment Management, LLC | 38,444 | $3,100,796 | 1.57% |
RETIREMENT GUYS FORMULA LLC | 26,276 | $2,119,345 | 1.48% |
PCA Investment Advisory Services Inc. | 11,471 | $925,246 | 0.66% |
American Institute for Advanced Investment Management, LLP | 8,211 | $684,387 | 0.63% |
Per Stirling Capital Management, LLC. | 34,582 | $2,789,328 | 0.58% |
Regal Investment Advisors LLC | 82,363 | $6,643,287 | 0.56% |
Sweet Financial Partners, LLC | 23,825 | $1,921,689 | 0.51% |