FIRST TR MID CAP CORE ALPHAD's ticker is FNX and the CUSIP is 33735B108. A total of 143 filers reported holding FIRST TR MID CAP CORE ALPHAD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $887 | +31.6% | 9,210 | +22.9% | 0.04% | +44.4% |
| Q1 2023 | $674 | -48.8% | 7,493 | -50.0% | 0.03% | -59.1% |
| Q4 2022 | $1,317 | -99.9% | 14,990 | +29.1% | 0.07% | +106.2% |
| Q4 2021 | $1,194,000 | – | 11,614 | – | 0.03% | – |
| Q2 2021 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q1 2021 | $1,676,000 | +141.5% | 17,866 | +113.9% | 0.09% | +89.6% |
| Q4 2020 | $694,000 | +185.6% | 8,353 | +112.8% | 0.05% | +84.6% |
| Q3 2017 | $243,000 | -62.4% | 3,925 | -64.1% | 0.03% | -48.0% |
| Q2 2017 | $647,000 | -83.7% | 10,923 | -83.9% | 0.05% | -84.8% |
| Q1 2017 | $3,962,000 | +4114.9% | 67,788 | +3949.5% | 0.33% | +5383.3% |
| Q4 2016 | $94,000 | +8.0% | 1,674 | +1.4% | 0.01% | -25.0% |
| Q3 2016 | $87,000 | – | 1,651 | – | 0.01% | – |
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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% |