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 | 50,096 | $4,960,000 | 3.04% |
| Golden State Equity Partners | 57,661 | $5,658,000 | 2.85% |
| Kaydan Wealth Management, Inc. | 34,903 | $3,424,682 | 1.51% |
| Transamerica Financial Advisors, Inc. | 268 | $27,000 | 0.96% |
| Holloway Wealth Management, LLC | 33,460 | $3,283,000 | 0.94% |
| Total Clarity Wealth Management, Inc. | 16,171 | $1,587,000 | 0.87% |
| DHJJ Financial Advisors, Ltd. | 16,385 | $1,616,000 | 0.78% |
| PACIFIC SUN FINANCIAL CORP | 11,979 | $1,175,000 | 0.64% |
| Golden State Wealth Management, LLC | 32,954 | $3,233,000 | 0.63% |
| Keystone Wealth Services, LLC | 14,287 | $1,402,000 | 0.56% |