Equitable Holdings, Inc. - FIRST TR SML CP CORE ALPHA F ownership

FIRST TR SML CP CORE ALPHA F's ticker is FYX and the CUSIP is 33734Y109. A total of 143 filers reported holding FIRST TR SML CP CORE ALPHA F in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Equitable Holdings, Inc. ownership history of FIRST TR SML CP CORE ALPHA F
ValueSharesWeighting
Q2 2024$1,228,899
-27.4%
13,585
-25.2%
0.01%
-31.6%
Q1 2024$1,693,145
-3.5%
18,159
-5.2%
0.02%
-13.6%
Q4 2023$1,754,610
+17.3%
19,164
+3.4%
0.02%
+4.8%
Q3 2023$1,495,409
+18.5%
18,540
+20.8%
0.02%
+16.7%
Q2 2023$1,262,094
+284.7%
15,343
+277.0%
0.02%
+260.0%
Q1 2023$328,042
+0.5%
4,070
-2.2%
0.01%
-16.7%
Q4 2022$326,352
+20.0%
4,160
+11.4%
0.01%
+20.0%
Q3 2022$272,000
-21.8%
3,735
-17.8%
0.01%
-28.6%
Q2 2022$348,000
-13.2%
4,542
+3.8%
0.01%0.0%
Q1 2022$401,000
-60.7%
4,377
-58.4%
0.01%
-56.2%
Q4 2021$1,021,000
+5.4%
10,516
-0.6%
0.02%
-5.9%
Q3 2021$969,000
+7.9%
10,582
+9.9%
0.02%
+13.3%
Q2 2021$898,000
+47.0%
9,633
+42.9%
0.02%
+15.4%
Q1 2021$611,000
+55.5%
6,741
+31.9%
0.01%
+44.4%
Q4 2020$393,0005,1120.01%
Other shareholders
FIRST TR SML CP CORE ALPHA F shareholders Q4 2023
NameSharesValueWeighting ↓
Hapanowicz & Associates Financial Services, Inc 240,291$21,736,61812.41%
Main Line Retirement Advisors, LLC 111,516$10,085,7337.72%
Genesee Capital Advisors, LLC 59,957$5,423,6802.66%
Wealth Alliance Advisory Group, LLC 123,010$11,127,5032.51%
Mainsail Financial Group, LLC 39,150$3,541,5372.08%
MTM Investment Management, LLC 32,164$2,909,5751.19%
Sweet Financial Partners, LLC 39,050$3,532,4630.81%
Lakeridge Wealth Management LLC 10,624$961,0240.58%
SILVER OAK SECURITIES, Inc 30,707$2,777,7930.42%
Per Stirling Capital Management, LLC. 26,494$2,396,6080.39%
View complete list of FIRST TR SML CP CORE ALPHA F shareholders