FIRST TR MID CAP CORE ALPHAD's ticker is FNX and the CUSIP is 33735B108. A total of 96 filers reported holding FIRST TR MID CAP CORE ALPHAD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $87 | +1.2% | 965 | -1.4% | 0.02% | -8.7% |
| Q4 2022 | $86 | -99.9% | 979 | -4.1% | 0.02% | -8.0% |
| Q3 2022 | $82,000 | -8.9% | 1,021 | -5.6% | 0.02% | -3.8% |
| Q2 2022 | $90,000 | -15.1% | 1,081 | -0.2% | 0.03% | -16.1% |
| Q1 2022 | $106,000 | -5.4% | 1,083 | -0.7% | 0.03% | -13.9% |
| Q4 2021 | $112,000 | +4.7% | 1,091 | -0.3% | 0.04% | -44.6% |
| Q3 2021 | $107,000 | -1.8% | 1,094 | +0.1% | 0.06% | -13.3% |
| Q2 2021 | $109,000 | +26.7% | 1,093 | +19.8% | 0.08% | +15.4% |
| Q1 2021 | $86,000 | +8500.0% | 912 | +5264.7% | 0.06% | +6400.0% |
| Q2 2020 | $1,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $1,000 | – | 17 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CONDOR CAPITAL MANAGEMENT | 127,763 | $8,790,000 | 1.36% |
| Camelot Portfolios, LLC | 42,517 | $2,925,000 | 1.21% |
| Sterling Investment Advisors, Ltd. | 30,607 | $2,106,000 | 1.08% |
| Bedel Financial Consulting, Inc. | 23,267 | $1,601,000 | 0.97% |
| PACIFIC SUN FINANCIAL CORP | 14,439 | $993,000 | 0.95% |
| Gladstone Institutional Advisory LLC | 37,462 | $2,577,000 | 0.78% |
| Cypress Wealth Services, LLC | 29,038 | $1,998,000 | 0.58% |
| Titus Wealth Management | 7,116 | $490,000 | 0.48% |
| LVZ, Inc. | 27,706 | $1,906,000 | 0.43% |
| Cedar Brook Financial Partners, LLC | 12,325 | $848,000 | 0.39% |