FIRST TR MID CAP CORE ALPHAD's ticker is FNX and the CUSIP is 33735B108. A total of 70 filers reported holding FIRST TR MID CAP CORE ALPHAD in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $1,886,000 | +110.3% | 35,661 | +99.7% | 0.03% | +94.1% |
| Q3 2014 | $897,000 | +23.9% | 17,859 | +31.7% | 0.02% | +30.8% |
| Q2 2014 | $724,000 | +27.5% | 13,559 | +22.9% | 0.01% | +18.2% |
| Q1 2014 | $568,000 | +16.6% | 11,034 | +14.7% | 0.01% | +37.5% |
| Q4 2013 | $487,000 | +16.8% | 9,622 | +5.5% | 0.01% | 0.0% |
| Q3 2013 | $417,000 | -0.5% | 9,118 | -8.1% | 0.01% | -11.1% |
| Q2 2013 | $419,000 | – | 9,920 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fortress Wealth Group, LLC | 72,518 | $6,451,727 | 4.30% |
| BELLEVUE ASSET MANAGEMENT, LLC | 49,602 | $4,560,422 | 3.06% |
| Golden State Equity Partners | 81,059 | $7,465,534 | 2.08% |
| Dorsey Wright & Associates | 28,735 | $2,646,000 | 0.82% |
| DHJJ Financial Advisors, Ltd. | 16,695 | $1,537,610 | 0.78% |
| Per Stirling Capital Management, LLC. | 38,815 | $3,574,818 | 0.74% |
| American Institute for Advanced Investment Management, LLP | 7,559 | $736,806 | 0.68% |
| LVZ, Inc. | 45,002 | $4,144,661 | 0.67% |
| Coppell Advisory Solutions LLC | 20,389 | $1,790,777 | 0.62% |
| Kaydan Wealth Management, Inc. | 15,065 | $1,387,487 | 0.55% |