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 Q4 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $240,000 | +7.1% | 3,320 | 0.0% | 0.02% | -5.6% |
| Q3 2019 | $224,000 | -1.8% | 3,320 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $228,000 | +2.7% | 3,320 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $222,000 | -6.7% | 3,320 | 0.0% | 0.02% | -10.0% |
| Q3 2018 | $238,000 | +4.8% | 3,320 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $227,000 | +4.6% | 3,320 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $217,000 | -10.0% | 3,320 | -9.3% | 0.02% | -13.0% |
| Q4 2017 | $241,000 | +6.6% | 3,660 | 0.0% | 0.02% | -8.0% |
| Q3 2017 | $226,000 | +4.1% | 3,660 | 0.0% | 0.02% | -13.8% |
| Q2 2017 | $217,000 | +1.4% | 3,660 | 0.0% | 0.03% | 0.0% |
| Q1 2017 | $214,000 | +3.9% | 3,660 | 0.0% | 0.03% | 0.0% |
| Q4 2016 | $206,000 | -28.7% | 3,660 | -32.2% | 0.03% | -31.0% |
| Q2 2014 | $289,000 | +6.2% | 5,400 | 0.0% | 0.04% | -19.2% |
| Q4 2013 | $272,000 | +9.7% | 5,400 | 0.0% | 0.05% | 0.0% |
| Q3 2013 | $248,000 | -94.4% | 5,400 | -94.8% | 0.05% | -95.2% |
| Q2 2013 | $4,393,000 | – | 103,975 | – | 1.08% | – |
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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% |