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 | 190,661 | $17,459,000 | 8.00% |
| Spectrum Wealth Advisory Group, LLC | 65,474 | $5,995,000 | 5.78% |
| AVAII WEALTH MANAGEMENT, LLC | 53,893 | $4,935,000 | 4.56% |
| RETIREMENT GUYS FORMULA LLC | 44,380 | $4,064,000 | 2.72% |
| BREITER CAPITAL MANAGEMENT INC | 45,932 | $4,206,000 | 2.08% |
| Holloway Wealth Management, LLC | 66,861 | $6,122,000 | 1.75% |
| MTM Investment Management, LLC | 31,344 | $2,870,000 | 1.39% |
| Western Wealth Management, LLC | 155,610 | $14,248,000 | 0.69% |
| Perennial Investment Advisors, LLC | 21,843 | $1,991,000 | 0.63% |
| Triumph Capital Management | 15,859 | $1,452,000 | 0.63% |