FIRST TR MID CAP CORE ALPHAD's ticker is FNX and the CUSIP is 33735B108. A total of 91 filers reported holding FIRST TR MID CAP CORE ALPHAD in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,606 | -34.2% | 14,796 | -36.7% | 0.11% | -42.0% |
| Q4 2023 | $2,441 | -99.8% | 23,370 | +49.2% | 0.19% | +132.5% |
| Q3 2019 | $1,058,000 | -35.4% | 15,660 | -34.2% | 0.08% | -13.5% |
| Q2 2019 | $1,637,000 | +33.3% | 23,787 | +38.8% | 0.10% | +28.0% |
| Q3 2018 | $1,228,000 | -21.1% | 17,135 | -31.8% | 0.08% | -2.6% |
| Q3 2017 | $1,556,000 | -45.3% | 25,133 | -56.2% | 0.08% | -80.6% |
| Q1 2016 | $2,846,000 | +45.7% | 57,347 | +41.0% | 0.40% | +42.4% |
| Q4 2015 | $1,953,000 | +15.9% | 40,669 | +16.1% | 0.28% | +26.9% |
| Q3 2015 | $1,685,000 | +346.9% | 35,037 | +400.2% | 0.22% | +544.1% |
| Q2 2015 | $377,000 | -65.8% | 7,004 | -65.3% | 0.03% | -71.9% |
| Q1 2015 | $1,103,000 | +74.2% | 20,209 | +60.6% | 0.12% | +77.9% |
| Q3 2014 | $633,000 | – | 12,580 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Solutions 4 Wealth, Ltd | 21,389 | $2,321,300 | 5.26% |
| Lakeridge Wealth Management LLC | 65,746 | $7,135,166 | 4.29% |
| BELLEVUE ASSET MANAGEMENT, LLC | 70,588 | $7,653,692 | 4.23% |
| Priebe Wealth Holdings LLC | 28,830 | $3,128,783 | 2.48% |
| Fortress Wealth Group, LLC | 38,357 | $4,379,827 | 2.20% |
| Concorde Asset Management, LLC | 17,197 | $1,866,330 | 1.15% |
| Per Stirling Capital Management, LLC. | 58,082 | $6,303,413 | 1.02% |
| PACIFIC SUN FINANCIAL CORP | 10,639 | $1,154,613 | 0.68% |
| American Institute for Advanced Investment Management, LLP | 8,038 | $872,300 | 0.67% |
| DHJJ Financial Advisors, Ltd. | 13,323 | $1,445,936 | 0.61% |