FIRST TR SML CP CORE ALPHA F's ticker is FYX and the CUSIP is 33734Y109. A total of 84 filers reported holding FIRST TR SML CP CORE ALPHA F in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $5,000 | +25.0% | 80 | 0.0% | 0.00% | +100.0% |
| Q2 2020 | $4,000 | +33.3% | 80 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $3,000 | -40.0% | 80 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $5,000 | 0.0% | 80 | 0.0% | 0.00% | -50.0% |
| Q3 2019 | $5,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $5,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $5,000 | +25.0% | 80 | 0.0% | 0.00% | +100.0% |
| Q4 2018 | $4,000 | -33.3% | 80 | 0.0% | 0.00% | -50.0% |
| Q3 2018 | $6,000 | +20.0% | 80 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $5,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $5,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $5,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $5,000 | -37.5% | 80 | -43.3% | 0.00% | -33.3% |
| Q2 2017 | $8,000 | – | 141 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hapanowicz & Associates Financial Services, Inc | 167,956 | $15,664,000 | 6.90% |
| Spectrum Wealth Advisory Group, LLC | 53,717 | $5,010,000 | 4.90% |
| Arrow Investment Advisors, LLC | 64,732 | $6,043,000 | 3.74% |
| Holloway Wealth Management, LLC | 95,907 | $8,944,000 | 2.73% |
| Sterling Manor Financial, LLC | 35,047 | $3,269,000 | 2.61% |
| Pinnacle Family Advisors, LLC | 31,190 | $2,912,000 | 1.27% |
| LexAurum Advisors, LLC | 35,636 | $3,323,000 | 0.98% |
| Harvest Investment Services, LLC | 24,469 | $2,282,000 | 0.96% |
| Western Wealth Management, LLC | 96,155 | $8,967,000 | 0.92% |
| Transamerica Financial Advisors, Inc. | 361 | $34,000 | 0.83% |