FIRST TR SML CP CORE ALPHA F's ticker is FYX and the CUSIP is 33734Y109. A total of 105 filers reported holding FIRST TR SML CP CORE ALPHA F in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $223 | -86.0% | 2,470 | -87.5% | 0.01% | -85.3% |
| Q3 2023 | $1,594 | -19.2% | 19,760 | -17.6% | 0.08% | -12.8% |
| Q2 2023 | $1,973 | -16.7% | 23,987 | -20.5% | 0.09% | -27.7% |
| Q4 2022 | $2,368 | -99.6% | 30,187 | +314.9% | 0.12% | +325.0% |
| Q3 2022 | $529,000 | -57.0% | 7,275 | -45.9% | 0.03% | -33.3% |
| Q1 2022 | $1,231,000 | +74.4% | 13,439 | +84.8% | 0.04% | +121.1% |
| Q4 2021 | $706,000 | -83.6% | 7,272 | -84.5% | 0.02% | -89.0% |
| Q3 2021 | $4,293,000 | – | 46,892 | – | 0.17% | – |
| Q2 2021 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q1 2021 | $2,028,000 | +182.8% | 22,383 | +140.4% | 0.11% | +124.5% |
| Q4 2020 | $717,000 | – | 9,310 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hapanowicz & Associates Financial Services, Inc | 240,291 | $21,736,618 | 12.41% |
| Main Line Retirement Advisors, LLC | 111,516 | $10,085,733 | 7.72% |
| Genesee Capital Advisors, LLC | 59,957 | $5,423,680 | 2.66% |
| Wealth Alliance Advisory Group, LLC | 123,010 | $11,127,503 | 2.51% |
| Mainsail Financial Group, LLC | 39,150 | $3,541,537 | 2.08% |
| MTM Investment Management, LLC | 32,164 | $2,909,575 | 1.19% |
| Sweet Financial Partners, LLC | 39,050 | $3,532,463 | 0.81% |
| Lakeridge Wealth Management LLC | 10,624 | $961,024 | 0.58% |
| SILVER OAK SECURITIES, Inc | 30,707 | $2,777,793 | 0.42% |
| Per Stirling Capital Management, LLC. | 26,494 | $2,396,608 | 0.39% |