FIRST TR MID CAP CORE ALPHAD's ticker is FNX and the CUSIP is 33735B108. A total of 173 filers reported holding FIRST TR MID CAP CORE ALPHAD in Q2 2024. The put-call ratio across all filers is 0.19 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,925 | -5.8% | 36,166 | -1.6% | 0.27% | -36.6% |
| Q1 2024 | $4,165 | +12.1% | 36,739 | +3.3% | 0.43% | -3.6% |
| Q4 2023 | $3,716 | +39.8% | 35,572 | +23.2% | 0.45% | +33.7% |
| Q3 2023 | $2,659 | -99.9% | 28,873 | +6.0% | 0.34% | -1.5% |
| Q2 2023 | $2,623,275 | +12.5% | 27,235 | +5.1% | 0.34% | -3.1% |
| Q1 2023 | $2,331,493 | +1.8% | 25,917 | -0.7% | 0.35% | -4.9% |
| Q4 2022 | $2,291,309 | +7.7% | 26,088 | -1.6% | 0.37% | +101.6% |
| Q3 2022 | $2,127,000 | +4154.0% | 26,509 | +2118.3% | 0.18% | +531.0% |
| Q2 2013 | $50,000 | – | 1,195 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Solutions 4 Wealth, Ltd | 21,389 | $2,321,300 | 5.26% |
| Lakeridge Wealth Management LLC | 65,746 | $7,135,166 | 4.29% |
| BELLEVUE ASSET MANAGEMENT, LLC | 70,588 | $7,653,692 | 4.23% |
| Priebe Wealth Holdings LLC | 28,830 | $3,128,783 | 2.48% |
| Fortress Wealth Group, LLC | 38,357 | $4,379,827 | 2.20% |
| Concorde Asset Management, LLC | 17,197 | $1,866,330 | 1.15% |
| Per Stirling Capital Management, LLC. | 58,082 | $6,303,413 | 1.02% |
| PACIFIC SUN FINANCIAL CORP | 10,639 | $1,154,613 | 0.68% |
| American Institute for Advanced Investment Management, LLP | 8,038 | $872,300 | 0.67% |
| DHJJ Financial Advisors, Ltd. | 13,323 | $1,445,936 | 0.61% |