MCDONALD PARTNERS LLC - FIRST TR MID CAP CORE ALPHAD ownership

FIRST TR MID CAP CORE ALPHAD's ticker is FNX and the CUSIP is 33735B108. A total of 137 filers reported holding FIRST TR MID CAP CORE ALPHAD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
MCDONALD PARTNERS LLC ownership history of FIRST TR MID CAP CORE ALPHAD
ValueSharesWeighting
Q2 2022$381,000
-17.2%
4,550
-2.9%
0.10%
-3.0%
Q1 2022$460,000
-15.6%
4,684
-16.0%
0.10%
-21.9%
Q3 2021$545,000
+16.0%
5,576
+18.8%
0.13%
+15.3%
Q2 2021$470,000
+32.8%
4,694
+24.2%
0.11%
+22.0%
Q1 2021$354,000
+16.4%
3,778
+3.1%
0.09%
+5.8%
Q4 2020$304,0003,6660.09%
Other shareholders
FIRST TR MID CAP CORE ALPHAD shareholders Q3 2021
NameSharesValueWeighting ↓
CONDOR CAPITAL MANAGEMENT 127,763$8,790,0001.36%
Camelot Portfolios, LLC 42,517$2,925,0001.21%
Sterling Investment Advisors, Ltd. 30,607$2,106,0001.08%
Bedel Financial Consulting, Inc. 23,267$1,601,0000.97%
PACIFIC SUN FINANCIAL CORP 14,439$993,0000.95%
Gladstone Institutional Advisory LLC 37,462$2,577,0000.78%
Cypress Wealth Services, LLC 29,038$1,998,0000.58%
Titus Wealth Management 7,116$490,0000.48%
LVZ, Inc. 27,706$1,906,0000.43%
Cedar Brook Financial Partners, LLC 12,325$848,0000.39%
View complete list of FIRST TR MID CAP CORE ALPHAD shareholders