FIRST TR MID CAP CORE ALPHAD's ticker is FNX and the CUSIP is 33735B108. A total of 155 filers reported holding FIRST TR MID CAP CORE ALPHAD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $2,765,000 | -31.9% | 57,331 | +2.3% | 0.27% | -24.0% |
| Q4 2019 | $4,061,000 | +6.6% | 56,022 | -0.6% | 0.35% | -2.7% |
| Q3 2019 | $3,808,000 | -1.1% | 56,381 | +0.7% | 0.36% | -2.2% |
| Q2 2019 | $3,851,000 | +1.7% | 55,977 | -0.9% | 0.37% | -1.6% |
| Q1 2019 | $3,788,000 | +26.9% | 56,500 | +9.4% | 0.38% | +10.9% |
| Q4 2018 | $2,986,000 | +39.3% | 51,636 | +64.9% | 0.34% | +38.1% |
| Q2 2018 | $2,144,000 | +23.3% | 31,321 | +18.4% | 0.25% | +20.5% |
| Q4 2017 | $1,739,000 | +12.8% | 26,461 | +6.2% | 0.20% | -12.0% |
| Q3 2017 | $1,541,000 | +32.2% | 24,910 | +26.5% | 0.23% | +24.6% |
| Q2 2017 | $1,166,000 | +37.0% | 19,691 | +35.2% | 0.19% | +29.9% |
| Q1 2017 | $851,000 | – | 14,565 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BELLEVUE ASSET MANAGEMENT, LLC | 50,779 | $4,272,000 | 3.09% |
| Kaydan Wealth Management, Inc. | 24,722 | $2,068,243 | 1.15% |
| DHJJ Financial Advisors, Ltd. | 16,331 | $1,366,000 | 0.76% |
| Total Clarity Wealth Management, Inc. | 16,438 | $1,375,000 | 0.71% |
| PACIFIC SUN FINANCIAL CORP | 11,829 | $990,000 | 0.65% |
| MONECO Advisors, LLC | 18,266 | $1,528,000 | 0.59% |
| LVZ, Inc. | 38,146 | $3,191,000 | 0.54% |
| S.C. Financial Services, Inc. | 3,853 | $322,000 | 0.50% |
| B. Riley Wealth Advisors, Inc. | 133,442 | $11,164,000 | 0.47% |
| Bedel Financial Consulting, Inc. | 18,043 | $1,509,000 | 0.44% |