FIRST TR SML CP CORE ALPHA F's ticker is FYX and the CUSIP is 33734Y109. A total of 76 filers reported holding FIRST TR SML CP CORE ALPHA F in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $994 | +275.1% | 12,326 | +282.2% | 0.10% | +395.0% |
| Q2 2023 | $265 | +23.8% | 3,225 | +18.4% | 0.02% | -28.6% |
| Q4 2022 | $214 | -100.0% | 2,724 | -88.0% | 0.03% | -73.8% |
| Q3 2019 | $1,368,000 | +47.4% | 22,780 | +50.9% | 0.11% | +98.1% |
| Q2 2019 | $928,000 | +11.5% | 15,100 | +7.0% | 0.05% | +31.7% |
| Q3 2017 | $832,000 | – | 14,113 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peak Capital Management LLC | 118,732 | $7,694,000 | 6.25% |
| Hapanowicz & Associates Financial Services, Inc | 117,771 | $7,640,000 | 4.61% |
| Gladstone Institutional Advisory LLC | 46,499 | $3,019,000 | 0.74% |
| Regal Investment Advisors LLC | 53,165 | $3,452,000 | 0.62% |
| Teamwork Financial Advisors, LLC | 13,937 | $905,000 | 0.54% |
| Cypress Wealth Services, LLC | 32,761 | $2,127,000 | 0.54% |
| Camelot Portfolios, LLC | 14,160 | $919,000 | 0.39% |
| Element Wealth, LLC | 5,720 | $371,000 | 0.38% |
| IFG Advisory, LLC | 30,872 | $2,004,000 | 0.37% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 16,193 | $1,051,000 | 0.36% |