FIRST TR LRGE CP CORE ALPHA's ticker is FEX and the CUSIP is 33734K109. A total of 145 filers reported holding FIRST TR LRGE CP CORE ALPHA in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,263,248 | -16.8% | 15,576 | -13.8% | 0.01% | -16.7% |
| Q2 2023 | $1,518,096 | +4.4% | 18,070 | +0.0% | 0.01% | 0.0% |
| Q1 2023 | $1,454,289 | +0.6% | 18,066 | +0.0% | 0.01% | -14.3% |
| Q4 2022 | $1,446,041 | +8.5% | 18,060 | -2.1% | 0.01% | -12.5% |
| Q3 2022 | $1,333,000 | +1219.8% | 18,455 | +1506.2% | 0.01% | +700.0% |
| Q1 2022 | $101,000 | +1162.5% | 1,149 | +726.6% | 0.00% | – |
| Q2 2020 | $8,000 | 0.0% | 139 | 0.0% | 0.00% | – |
| Q3 2019 | $8,000 | -11.1% | 139 | 0.0% | 0.00% | – |
| Q2 2019 | $9,000 | +200.0% | 139 | +178.0% | 0.00% | – |
| Q3 2017 | $3,000 | – | 50 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Drake & Associates, LLC | 167,132 | $12,714,000 | 7.19% |
| SILVER OAK SECURITIES, Inc | 244,340 | $19,378,000 | 4.34% |
| USAdvisors Wealth Management, LLC | 75,863 | $5,771,000 | 2.89% |
| GREAT VALLEY ADVISOR GROUP, INC. | 424,479 | $32,290,000 | 1.78% |
| RDA Financial Network | 32,443 | $2,468,000 | 1.24% |
| Keystone Wealth Services, LLC | 33,621 | $2,558,000 | 1.14% |
| HFG Advisors, Inc. | 8,617 | $655,000 | 0.88% |
| HBK Sorce Advisory LLC | 136,592 | $10,391,000 | 0.77% |
| Kaydan Wealth Management, Inc. | 17,920 | $1,363,174 | 0.76% |
| WEALTHSOURCE PARTNERS, LLC | 133,934 | $10,188,000 | 0.74% |