FIRST TR MID CAP CORE ALPHAD's ticker is FNX and the CUSIP is 33735B108. A total of 65 filers reported holding FIRST TR MID CAP CORE ALPHAD in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,499 | -4.4% | 266 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $25,621 | +7.1% | 266 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $23,929 | +2.4% | 266 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $23,363 | -13.5% | 266 | -20.6% | 0.00% | 0.0% |
| Q3 2022 | $27,000 | +200.0% | 335 | +83.1% | 0.00% | -75.0% |
| Q1 2014 | $9,000 | – | 183 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Solutions 4 Wealth, Ltd | 21,389 | $2,321,300 | 5.26% |
| Lakeridge Wealth Management LLC | 65,746 | $7,135,166 | 4.29% |
| BELLEVUE ASSET MANAGEMENT, LLC | 70,588 | $7,653,692 | 4.23% |
| Priebe Wealth Holdings LLC | 28,830 | $3,128,783 | 2.48% |
| Fortress Wealth Group, LLC | 38,357 | $4,379,827 | 2.20% |
| Concorde Asset Management, LLC | 17,197 | $1,866,330 | 1.15% |
| Per Stirling Capital Management, LLC. | 58,082 | $6,303,413 | 1.02% |
| PACIFIC SUN FINANCIAL CORP | 10,639 | $1,154,613 | 0.68% |
| American Institute for Advanced Investment Management, LLP | 8,038 | $872,300 | 0.67% |
| DHJJ Financial Advisors, Ltd. | 13,323 | $1,445,936 | 0.61% |