FIRST TR SML CP CORE ALPHA F's ticker is FYX and the CUSIP is 33734Y109. A total of 99 filers reported holding FIRST TR SML CP CORE ALPHA F in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $3,062,000 | +7.8% | 31,543 | +1.7% | 0.63% | +1.4% |
| Q3 2021 | $2,840,000 | -2.5% | 31,017 | -0.7% | 0.62% | +0.3% |
| Q2 2021 | $2,914,000 | +38.0% | 31,247 | +34.0% | 0.62% | +2384.0% |
| Q1 2021 | $2,112,000 | +14.8% | 23,311 | -2.5% | 0.02% | -90.8% |
| Q4 2020 | $1,839,000 | -54.2% | 23,897 | -58.9% | 0.27% | -62.8% |
| Q3 2018 | $4,012,000 | -4.1% | 58,179 | -8.2% | 0.73% | +19.1% |
| Q2 2018 | $4,182,000 | -85.4% | 63,342 | -89.3% | 0.61% | -84.6% |
| Q1 2014 | $28,608,000 | +5.3% | 593,819 | +3.8% | 3.98% | +0.9% |
| Q4 2013 | $27,168,000 | – | 572,012 | – | 3.94% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hapanowicz & Associates Financial Services, Inc | 202,149 | $15,495,000 | 12.09% |
| Spectrum Wealth Advisory Group, LLC | 68,066 | $5,217,000 | 5.82% |
| AVAII WEALTH MANAGEMENT, LLC | 55,973 | $4,290,000 | 4.59% |
| RETIREMENT GUYS FORMULA LLC | 47,684 | $3,655,000 | 3.75% |
| MTM Investment Management, LLC | 35,731 | $2,778,000 | 1.50% |
| Perennial Investment Advisors, LLC | 23,066 | $1,767,000 | 0.69% |
| Western Wealth Management, LLC | 152,482 | $11,697,000 | 0.67% |
| ARS Wealth Advisors Group, LLC | 61,019 | $4,677,000 | 0.64% |
| MONECO Advisors, LLC | 19,776 | $1,516,000 | 0.59% |
| Regal Investment Advisors LLC | 68,251 | $5,231,000 | 0.54% |