FIRST TR SML CP CORE ALPHA F's ticker is FYX and the CUSIP is 33734Y109. A total of 58 filers reported holding FIRST TR SML CP CORE ALPHA F in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $1,672,000 | +9.8% | 28,342 | +3.5% | 0.01% | 0.0% |
| Q2 2017 | $1,523,000 | -8.9% | 27,380 | -10.8% | 0.01% | -9.1% |
| Q1 2017 | $1,671,000 | +22.2% | 30,702 | +20.9% | 0.01% | +10.0% |
| Q4 2016 | $1,367,000 | +58.8% | 25,396 | +47.0% | 0.01% | +42.9% |
| Q3 2016 | $861,000 | +18.6% | 17,276 | +9.5% | 0.01% | +16.7% |
| Q2 2016 | $726,000 | -1.5% | 15,772 | -3.5% | 0.01% | -14.3% |
| Q1 2016 | $737,000 | -13.0% | 16,348 | -14.7% | 0.01% | -12.5% |
| Q4 2015 | $847,000 | -6.2% | 19,175 | -7.1% | 0.01% | -20.0% |
| Q3 2015 | $903,000 | -13.1% | 20,648 | -0.7% | 0.01% | 0.0% |
| Q2 2015 | $1,039,000 | -0.7% | 20,798 | +0.5% | 0.01% | -9.1% |
| Q1 2015 | $1,046,000 | +13.9% | 20,689 | +10.4% | 0.01% | +10.0% |
| Q4 2014 | $918,000 | +23.7% | 18,741 | +13.3% | 0.01% | +11.1% |
| Q3 2014 | $742,000 | -7.5% | 16,541 | +1.3% | 0.01% | -10.0% |
| Q2 2014 | $802,000 | +7.7% | 16,322 | +6.7% | 0.01% | 0.0% |
| Q1 2014 | $745,000 | +18.8% | 15,290 | +18.6% | 0.01% | +11.1% |
| Q4 2013 | $627,000 | +8.1% | 12,896 | -2.5% | 0.01% | 0.0% |
| Q3 2013 | $580,000 | +1.2% | 13,232 | -8.7% | 0.01% | -10.0% |
| Q2 2013 | $573,000 | – | 14,491 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hapanowicz & Associates Financial Services, Inc | 221,838 | $17,893,143 | 12.71% |
| Wealth Alliance Advisory Group, LLC | 110,491 | $8,912,024 | 2.64% |
| Mainsail Financial Group, LLC | 29,768 | $2,374,138 | 2.15% |
| MTM Investment Management, LLC | 38,444 | $3,100,796 | 1.57% |
| RETIREMENT GUYS FORMULA LLC | 26,276 | $2,119,345 | 1.48% |
| PCA Investment Advisory Services Inc. | 11,471 | $925,246 | 0.66% |
| American Institute for Advanced Investment Management, LLP | 8,211 | $684,387 | 0.63% |
| Per Stirling Capital Management, LLC. | 34,582 | $2,789,328 | 0.58% |
| Regal Investment Advisors LLC | 82,363 | $6,643,287 | 0.56% |
| Sweet Financial Partners, LLC | 23,825 | $1,921,689 | 0.51% |