FIRST TR SML CP CORE ALPHA F's ticker is FYX and the CUSIP is 33734Y109. A total of 126 filers reported holding FIRST TR SML CP CORE ALPHA F in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| Hapanowicz & Associates Financial Services, Inc | 219,806 | $17,716,335 | 12.22% |
| Spectrum Wealth Advisory Group, LLC | 67,990 | $5,479,982 | 7.39% |
| Wealth Alliance Advisory Group, LLC | 108,513 | $8,746,145 | 3.27% |
| Mainsail Financial Group, LLC | 29,011 | $2,318,215 | 2.25% |
| RETIREMENT GUYS FORMULA LLC | 30,009 | $2,418,743 | 1.73% |
| MTM Investment Management, LLC | 38,925 | $3,137,387 | 1.61% |
| Per Stirling Capital Management, LLC. | 43,728 | $3,524,480 | 0.76% |
| PCA Investment Advisory Services Inc. | 13,002 | $1,048,038 | 0.74% |
| Root Financial Partners, LLC | 12,726 | $1,025,747 | 0.73% |
| Western Wealth Management, LLC | 74,914 | $6,038,075 | 0.56% |