FIRST TR SML CP CORE ALPHA F's ticker is FYX and the CUSIP is 33734Y109. A total of 68 filers reported holding FIRST TR SML CP CORE ALPHA F in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2022 | $585,000 | -17.6% | 7,643 | -1.5% | 0.09% | -16.4% |
Q1 2022 | $710,000 | -85.4% | 7,757 | -84.5% | 0.11% | -40.9% |
Q4 2021 | $4,873,000 | +31.2% | 50,207 | +23.7% | 0.19% | -67.1% |
Q3 2021 | $3,715,000 | +294.4% | 40,579 | +290.2% | 0.56% | +276.7% |
Q1 2021 | $942,000 | +173.0% | 10,399 | +63.1% | 0.15% | +16.3% |
Q4 2018 | $345,000 | -21.1% | 6,375 | +0.7% | 0.13% | -5.8% |
Q3 2018 | $437,000 | +9.5% | 6,330 | -29.9% | 0.14% | -9.3% |
Q4 2015 | $399,000 | -7.6% | 9,030 | -8.6% | 0.15% | -16.1% |
Q3 2015 | $432,000 | +8.0% | 9,880 | +23.4% | 0.18% | +65.1% |
Q2 2015 | $400,000 | +41.3% | 8,006 | +42.8% | 0.11% | +0.9% |
Q1 2015 | $283,000 | -53.8% | 5,606 | -58.9% | 0.11% | -59.9% |
Q3 2014 | $612,000 | +16.3% | 13,631 | +27.4% | 0.27% | +13.0% |
Q2 2014 | $526,000 | +23.5% | 10,702 | +22.3% | 0.24% | +13.3% |
Q1 2014 | $426,000 | +178.4% | 8,752 | +126.7% | 0.21% | +136.0% |
Q2 2013 | $153,000 | – | 3,860 | – | 0.09% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Hapanowicz & Associates Financial Services, Inc | 212,423 | $17,473,618 | 11.69% |
Main Line Retirement Advisors, LLC | 92,143 | $7,579,560 | 7.13% |
Wealth Alliance Advisory Group, LLC | 108,016 | $8,885,210 | 3.14% |
Mainsail Financial Group, LLC | 28,774 | $2,366,866 | 2.22% |
MTM Investment Management, LLC | 39,086 | $3,215,162 | 1.57% |
RETIREMENT GUYS FORMULA LLC | 27,817 | $2,288,218 | 1.33% |
Root Financial Partners, LLC | 11,735 | $965,295 | 0.58% |
PCA Investment Advisory Services Inc. | 11,496 | $945,704 | 0.56% |
Per Stirling Capital Management, LLC. | 32,519 | $2,674,992 | 0.54% |
Regal Investment Advisors LLC | 78,779 | $6,480,244 | 0.54% |