FIRST TR MID CAP CORE ALPHAD's ticker is FNX and the CUSIP is 33735B108. A total of 149 filers reported holding FIRST TR MID CAP CORE ALPHAD in Q1 2022. 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BELLEVUE ASSET MANAGEMENT, LLC | 50,096 | $4,960,000 | 3.04% |
| Golden State Equity Partners | 57,661 | $5,658,000 | 2.85% |
| Kaydan Wealth Management, Inc. | 34,903 | $3,424,682 | 1.51% |
| Transamerica Financial Advisors, Inc. | 268 | $27,000 | 0.96% |
| Holloway Wealth Management, LLC | 33,460 | $3,283,000 | 0.94% |
| Total Clarity Wealth Management, Inc. | 16,171 | $1,587,000 | 0.87% |
| DHJJ Financial Advisors, Ltd. | 16,385 | $1,616,000 | 0.78% |
| PACIFIC SUN FINANCIAL CORP | 11,979 | $1,175,000 | 0.64% |
| Golden State Wealth Management, LLC | 32,954 | $3,233,000 | 0.63% |
| Keystone Wealth Services, LLC | 14,287 | $1,402,000 | 0.56% |