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 ↓ |
|---|---|---|---|
| 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% |