FIRST TR SML CP CORE ALPHA F's ticker is FYX and the CUSIP is 33734Y109. A total of 68 filers reported holding FIRST TR SML CP CORE ALPHA F in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $74,000 | -5.1% | 1,329 | -6.9% | 0.02% | -19.0% |
| Q1 2017 | $78,000 | +1.3% | 1,428 | 0.0% | 0.02% | +10.5% |
| Q4 2016 | $77,000 | +5.5% | 1,428 | -3.1% | 0.02% | +5.6% |
| Q3 2016 | $73,000 | +2.8% | 1,473 | -4.8% | 0.02% | -5.3% |
| Q2 2016 | $71,000 | -10.1% | 1,548 | -11.4% | 0.02% | -17.4% |
| Q1 2016 | $79,000 | -6.0% | 1,747 | -7.9% | 0.02% | -8.0% |
| Q4 2015 | $84,000 | +33.3% | 1,896 | +31.2% | 0.02% | +25.0% |
| Q3 2015 | $63,000 | +10.5% | 1,445 | +26.2% | 0.02% | +25.0% |
| Q2 2015 | $57,000 | -1.7% | 1,145 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $58,000 | -7.9% | 1,145 | -11.3% | 0.02% | +23.1% |
| Q4 2014 | $63,000 | +18.9% | 1,291 | +8.4% | 0.01% | +30.0% |
| Q3 2014 | $53,000 | -26.4% | 1,191 | -19.0% | 0.01% | -23.1% |
| Q2 2014 | $72,000 | +5.9% | 1,471 | +5.8% | 0.01% | -7.1% |
| Q1 2014 | $68,000 | -20.9% | 1,391 | -21.2% | 0.01% | +16.7% |
| Q4 2013 | $86,000 | +41.0% | 1,766 | +27.0% | 0.01% | +33.3% |
| Q3 2013 | $61,000 | -24.7% | 1,391 | -31.9% | 0.01% | -30.8% |
| Q2 2013 | $81,000 | – | 2,043 | – | 0.01% | – |
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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% |