FIRST TR MID CAP CORE ALPHAD's ticker is FNX and the CUSIP is 33735B108. A total of 156 filers reported holding FIRST TR MID CAP CORE ALPHAD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $554,418 | +158.9% | 5,756 | +136.1% | 0.01% | +33.3% |
| Q4 2022 | $214,130 | -37.0% | 2,438 | -65.5% | 0.01% | -25.0% |
| Q1 2020 | $340,000 | +21.9% | 7,057 | +46.0% | 0.01% | +166.7% |
| Q4 2018 | $279,000 | +24.6% | 4,833 | +3.6% | 0.00% | -98.9% |
| Q4 2015 | $224,000 | – | 4,666 | – | 0.27% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CONDOR CAPITAL MANAGEMENT | 120,965 | $8,109,000 | 1.32% |
| Premia Global Advisors, LLC | 19,602 | $1,300,000 | 1.32% |
| Sterling Investment Advisors, Ltd. | 33,282 | $2,231,000 | 1.14% |
| Bedel Financial Consulting, Inc. | 23,267 | $1,560,000 | 1.00% |
| Camelot Portfolios, LLC | 34,214 | $2,294,000 | 0.96% |
| Cypress Wealth Services, LLC | 28,498 | $1,911,000 | 0.60% |
| Gladstone Institutional Advisory LLC | 22,854 | $1,532,000 | 0.56% |
| Prospera Financial Services Inc | 24,586 | $1,695,000 | 0.56% |
| Cedar Brook Financial Partners, LLC | 15,246 | $1,022,000 | 0.50% |
| Titus Wealth Management | 7,255 | $486,000 | 0.43% |