FIRST TR MID CAP CORE ALPHAD's ticker is FNX and the CUSIP is 33735B108. A total of 126 filers reported holding FIRST TR MID CAP CORE ALPHAD in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| Golden State Equity Partners | 96,497 | $9,426,000 | 3.84% |
| BELLEVUE ASSET MANAGEMENT, LLC | 62,015 | $6,122,000 | 3.75% |
| Arrow Investment Advisors, LLC | 56,333 | $5,508,000 | 3.61% |
| Total Clarity Wealth Management, Inc. | 33,502 | $3,272,000 | 1.56% |
| Holloway Wealth Management, LLC | 37,016 | $3,616,000 | 1.10% |
| LexAurum Advisors, LLC | 32,272 | $3,152,000 | 0.93% |
| DHJJ Financial Advisors, Ltd. | 16,843 | $1,645,000 | 0.85% |
| PACIFIC SUN FINANCIAL CORP | 12,159 | $1,188,000 | 0.68% |
| Harvest Investment Services, LLC | 16,665 | $1,627,000 | 0.66% |
| Dorsey Wright & Associates | 28,532 | $2,787,000 | 0.61% |