HBK Sorce Advisory LLC - FIRST TR MID CAP CORE ALPHAD ownership

FIRST TR MID CAP CORE ALPHAD's ticker is FNX and the CUSIP is 33735B108. A total of 112 filers reported holding FIRST TR MID CAP CORE ALPHAD in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
HBK Sorce Advisory LLC ownership history of FIRST TR MID CAP CORE ALPHAD
ValueSharesWeighting
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$851,00014,5650.14%
Other shareholders
FIRST TR MID CAP CORE ALPHAD shareholders Q2 2019
NameSharesValueWeighting ↓
CONDOR CAPITAL MANAGEMENT 127,763$8,790,0001.36%
Camelot Portfolios, LLC 42,517$2,925,0001.21%
Sterling Investment Advisors, Ltd. 30,607$2,106,0001.08%
Bedel Financial Consulting, Inc. 23,267$1,601,0000.97%
PACIFIC SUN FINANCIAL CORP 14,439$993,0000.95%
Gladstone Institutional Advisory LLC 37,462$2,577,0000.78%
Cypress Wealth Services, LLC 29,038$1,998,0000.58%
Titus Wealth Management 7,116$490,0000.48%
LVZ, Inc. 27,706$1,906,0000.43%
Cedar Brook Financial Partners, LLC 12,325$848,0000.39%
View complete list of FIRST TR MID CAP CORE ALPHAD shareholders