FIRST TR MID CAP CORE ALPHAD's ticker is FNX and the CUSIP is 33735B108. A total of 89 filers reported holding FIRST TR MID CAP CORE ALPHAD in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $4,286,000 | +0.2% | 69,280 | -4.1% | 0.03% | -3.7% |
| Q2 2017 | $4,277,000 | +3.0% | 72,260 | +1.7% | 0.03% | -3.6% |
| Q1 2017 | $4,152,000 | +8.6% | 71,030 | +4.7% | 0.03% | 0.0% |
| Q4 2016 | $3,824,000 | +3.5% | 67,812 | -3.0% | 0.03% | -3.4% |
| Q3 2016 | $3,695,000 | +1.7% | 69,939 | -2.8% | 0.03% | -6.5% |
| Q2 2016 | $3,634,000 | +41.6% | 71,924 | +39.1% | 0.03% | +34.8% |
| Q1 2016 | $2,567,000 | -9.9% | 51,719 | -12.8% | 0.02% | -14.8% |
| Q4 2015 | $2,850,000 | +1.1% | 59,295 | +1.1% | 0.03% | -10.0% |
| Q3 2015 | $2,820,000 | -11.8% | 58,633 | -1.2% | 0.03% | -6.2% |
| Q2 2015 | $3,197,000 | +3.0% | 59,324 | +4.3% | 0.03% | 0.0% |
| Q1 2015 | $3,105,000 | +10.7% | 56,895 | +7.2% | 0.03% | +3.2% |
| Q4 2014 | $2,805,000 | +19.5% | 53,094 | +13.6% | 0.03% | +6.9% |
| Q3 2014 | $2,347,000 | -3.4% | 46,751 | +2.9% | 0.03% | -3.3% |
| Q2 2014 | $2,429,000 | +9.0% | 45,443 | +4.9% | 0.03% | -3.2% |
| Q1 2014 | $2,229,000 | +11.9% | 43,305 | +9.7% | 0.03% | +6.9% |
| Q4 2013 | $1,992,000 | +24.9% | 39,485 | +13.5% | 0.03% | +11.5% |
| Q3 2013 | $1,595,000 | +37.5% | 34,787 | +26.7% | 0.03% | +30.0% |
| Q2 2013 | $1,160,000 | – | 27,449 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Golden State Equity Partners | 96,497 | $9,426,000 | 3.84% |
| BELLEVUE ASSET MANAGEMENT, LLC | 62,015 | $6,122,000 | 3.75% |
| Arrow Investment Advisors, LLC | 56,333 | $5,508,000 | 3.61% |
| Total Clarity Wealth Management, Inc. | 33,502 | $3,272,000 | 1.56% |
| Holloway Wealth Management, LLC | 37,016 | $3,616,000 | 1.10% |
| LexAurum Advisors, LLC | 32,272 | $3,152,000 | 0.93% |
| DHJJ Financial Advisors, Ltd. | 16,843 | $1,645,000 | 0.85% |
| PACIFIC SUN FINANCIAL CORP | 12,159 | $1,188,000 | 0.68% |
| Harvest Investment Services, LLC | 16,665 | $1,627,000 | 0.66% |
| Dorsey Wright & Associates | 28,532 | $2,787,000 | 0.61% |