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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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 | $304,000 | – | 3,666 | – | 0.09% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
CONDOR CAPITAL MANAGEMENT | 127,763 | $8,790,000 | 1.36% |
Camelot Portfolios, LLC | 42,517 | $2,925,000 | 1.21% |
Sterling Investment Advisors, Ltd. | 30,607 | $2,106,000 | 1.08% |
Bedel Financial Consulting, Inc. | 23,267 | $1,601,000 | 0.97% |
PACIFIC SUN FINANCIAL CORP | 14,439 | $993,000 | 0.95% |
Gladstone Institutional Advisory LLC | 37,462 | $2,577,000 | 0.78% |
Cypress Wealth Services, LLC | 29,038 | $1,998,000 | 0.58% |
Titus Wealth Management | 7,116 | $490,000 | 0.48% |
LVZ, Inc. | 27,706 | $1,906,000 | 0.43% |
Cedar Brook Financial Partners, LLC | 12,325 | $848,000 | 0.39% |