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 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 | $1,886,000 | +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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BELLEVUE ASSET MANAGEMENT, LLC | 50,055 | $4,352,239 | 3.37% |
| IAMS WEALTH MANAGEMENT, LLC | 10,276 | $902,541 | 0.92% |
| DHJJ Financial Advisors, Ltd. | 17,602 | $1,545,114 | 0.89% |
| PACIFIC SUN FINANCIAL CORP | 11,409 | $1,002,052 | 0.71% |
| Per Stirling Capital Management, LLC. | 43,386 | $3,810,634 | 0.69% |
| Kaydan Wealth Management, Inc. | 19,573 | $1,719,097 | 0.69% |
| Secure Asset Management, LLC | 20,400 | $1,791,732 | 0.64% |
| Coppell Advisory Solutions Corp. | 20,389 | $1,790,777 | 0.61% |
| Coppell Advisory Solutions LLC | 20,389 | $1,790,777 | 0.61% |
| MONECO Advisors, LLC | 18,739 | $1,645,863 | 0.60% |