FIRST TR SML CP CORE ALPHA F's ticker is FYX and the CUSIP is 33734Y109. A total of 58 filers reported holding FIRST TR SML CP CORE ALPHA F in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $1,537,000 | -45.7% | 25,162 | -47.6% | 0.11% | -46.2% |
| Q3 2017 | $2,828,000 | +14.4% | 48,041 | +8.4% | 0.20% | +4.2% |
| Q2 2017 | $2,473,000 | +171.2% | 44,338 | +166.2% | 0.19% | +136.2% |
| Q1 2017 | $912,000 | +72.4% | 16,656 | +42.1% | 0.08% | +19.4% |
| Q1 2016 | $529,000 | +29.0% | 11,718 | +25.3% | 0.07% | +21.8% |
| Q4 2015 | $410,000 | +60.8% | 9,355 | +63.7% | 0.06% | +41.0% |
| Q3 2015 | $255,000 | +10.4% | 5,714 | +11.8% | 0.04% | -7.1% |
| Q3 2014 | $231,000 | +3.1% | 5,113 | +11.9% | 0.04% | +2.4% |
| Q2 2014 | $224,000 | +3.2% | 4,570 | +0.3% | 0.04% | -8.9% |
| Q1 2014 | $217,000 | -1.8% | 4,557 | +0.4% | 0.04% | -4.3% |
| Q4 2013 | $221,000 | – | 4,541 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hapanowicz & Associates Financial Services, Inc | 221,838 | $17,893,143 | 12.71% |
| Wealth Alliance Advisory Group, LLC | 110,491 | $8,912,024 | 2.64% |
| Mainsail Financial Group, LLC | 29,768 | $2,374,138 | 2.15% |
| MTM Investment Management, LLC | 38,444 | $3,100,796 | 1.57% |
| RETIREMENT GUYS FORMULA LLC | 26,276 | $2,119,345 | 1.48% |
| PCA Investment Advisory Services Inc. | 11,471 | $925,246 | 0.66% |
| American Institute for Advanced Investment Management, LLP | 8,211 | $684,387 | 0.63% |
| Per Stirling Capital Management, LLC. | 34,582 | $2,789,328 | 0.58% |
| Regal Investment Advisors LLC | 82,363 | $6,643,287 | 0.56% |
| Sweet Financial Partners, LLC | 23,825 | $1,921,689 | 0.51% |