FIRST TR SML CP CORE ALPHA F's ticker is FYX and the CUSIP is 33734Y109. A total of 118 filers reported holding FIRST TR SML CP CORE ALPHA F in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $348,738 | +54.3% | 4,327 | +86.1% | 0.04% | +90.5% |
| Q4 2021 | $226,000 | -81.7% | 2,325 | -82.4% | 0.02% | -75.3% |
| Q2 2021 | $1,235,000 | +40.0% | 13,245 | +36.1% | 0.08% | -18.3% |
| Q1 2021 | $882,000 | -38.9% | 9,733 | -48.1% | 0.10% | -49.3% |
| Q4 2020 | $1,443,000 | +459.3% | 18,752 | +295.3% | 0.20% | +259.6% |
| Q2 2020 | $258,000 | +27.7% | 4,744 | +18.6% | 0.06% | -6.6% |
| Q1 2015 | $202,000 | – | 4,000 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hapanowicz & Associates Financial Services, Inc | 240,291 | $21,736,618 | 12.41% |
| Main Line Retirement Advisors, LLC | 111,516 | $10,085,733 | 7.72% |
| Genesee Capital Advisors, LLC | 59,957 | $5,423,680 | 2.66% |
| Wealth Alliance Advisory Group, LLC | 123,010 | $11,127,503 | 2.51% |
| Mainsail Financial Group, LLC | 39,150 | $3,541,537 | 2.08% |
| MTM Investment Management, LLC | 32,164 | $2,909,575 | 1.19% |
| Sweet Financial Partners, LLC | 39,050 | $3,532,463 | 0.81% |
| Lakeridge Wealth Management LLC | 10,624 | $961,024 | 0.58% |
| SILVER OAK SECURITIES, Inc | 30,707 | $2,777,793 | 0.42% |
| Per Stirling Capital Management, LLC. | 26,494 | $2,396,608 | 0.39% |