FIRST TR SML CP CORE ALPHA F's ticker is FYX and the CUSIP is 33734Y109. A total of 104 filers reported holding FIRST TR SML CP CORE ALPHA F in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
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 | 167,956 | $15,664,000 | 6.90% |
| Spectrum Wealth Advisory Group, LLC | 53,717 | $5,010,000 | 4.90% |
| Arrow Investment Advisors, LLC | 64,732 | $6,043,000 | 3.74% |
| Holloway Wealth Management, LLC | 95,907 | $8,944,000 | 2.73% |
| Sterling Manor Financial, LLC | 35,047 | $3,269,000 | 2.61% |
| Pinnacle Family Advisors, LLC | 31,190 | $2,912,000 | 1.27% |
| LexAurum Advisors, LLC | 35,636 | $3,323,000 | 0.98% |
| Harvest Investment Services, LLC | 24,469 | $2,282,000 | 0.96% |
| Western Wealth Management, LLC | 96,155 | $8,967,000 | 0.92% |
| Transamerica Financial Advisors, Inc. | 361 | $34,000 | 0.83% |