FIRST TR MID CAP CORE ALPHAD's ticker is FNX and the CUSIP is 33735B108. A total of 109 filers reported holding FIRST TR MID CAP CORE ALPHAD in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| Fortress Wealth Group, LLC | 72,518 | $6,451,727 | 4.30% |
| BELLEVUE ASSET MANAGEMENT, LLC | 49,602 | $4,560,422 | 3.06% |
| Golden State Equity Partners | 81,059 | $7,465,534 | 2.08% |
| Dorsey Wright & Associates | 28,735 | $2,646,000 | 0.82% |
| DHJJ Financial Advisors, Ltd. | 16,695 | $1,537,610 | 0.78% |
| Per Stirling Capital Management, LLC. | 38,815 | $3,574,818 | 0.74% |
| American Institute for Advanced Investment Management, LLP | 7,559 | $736,806 | 0.68% |
| LVZ, Inc. | 45,002 | $4,144,661 | 0.67% |
| Coppell Advisory Solutions LLC | 20,389 | $1,790,777 | 0.62% |
| Kaydan Wealth Management, Inc. | 15,065 | $1,387,487 | 0.55% |