Plante Moran Financial Advisors, 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
Plante Moran Financial Advisors, LLC ownership history of FIRST TR MID CAP CORE ALPHAD
ValueSharesWeighting
Q3 2022$12,000
-25.0%
155
-54.7%
0.00%
-71.4%
Q1 2020$16,000
-36.0%
3420.0%0.01%
-22.2%
Q4 2019$25,000
+8.7%
3420.0%0.01%
+28.6%
Q3 2019$23,000
-4.2%
3420.0%0.01%0.0%
Q2 2019$24,000
+200.0%
342
+173.6%
0.01%
+250.0%
Q1 2019$8,0001250.00%
Other shareholders
FIRST TR MID CAP CORE ALPHAD shareholders Q2 2019
NameSharesValueWeighting ↓
Fortress Wealth Group, LLC 72,518$6,451,7274.30%
BELLEVUE ASSET MANAGEMENT, LLC 49,602$4,560,4223.06%
Golden State Equity Partners 81,059$7,465,5342.08%
Dorsey Wright & Associates 28,735$2,646,0000.82%
DHJJ Financial Advisors, Ltd. 16,695$1,537,6100.78%
Per Stirling Capital Management, LLC. 38,815$3,574,8180.74%
American Institute for Advanced Investment Management, LLP 7,559$736,8060.68%
LVZ, Inc. 45,002$4,144,6610.67%
Coppell Advisory Solutions LLC 20,389$1,790,7770.62%
Kaydan Wealth Management, Inc. 15,065$1,387,4870.55%
View complete list of FIRST TR MID CAP CORE ALPHAD shareholders