CWM, LLC - FIRST TR SML CP CORE ALPHA F ownership

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FIRST TR SML CP CORE ALPHA F's ticker is FYX and the CUSIP is 33734Y109. A total of 132 filers reported holding FIRST TR SML CP CORE ALPHA F in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

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Quarter-by-quarter ownership
CWM, LLC ownership history of FIRST TR SML CP CORE ALPHA F
ValueSharesWeighting
Q3 2023$359
+50.2%
4,449
+52.8%
0.00%
+100.0%
Q2 2023$239
+1.7%
2,9110.0%0.00%
-50.0%
Q1 2023$235
+3.1%
2,9110.0%0.00%0.0%
Q4 2022$228
-99.9%
2,9110.0%0.00%0.0%
Q3 2022$212,000
-4.9%
2,9110.0%0.00%0.0%
Q2 2022$223,000
-16.5%
2,9110.0%0.00%0.0%
Q1 2022$267,000
-5.3%
2,911
+0.0%
0.00%0.0%
Q4 2021$282,000
+4.1%
2,910
+0.1%
0.00%0.0%
Q2 2021$271,0000.0%2,9070.0%0.00%0.0%
Q1 2021$271,0000.0%2,9070.0%0.00%0.0%
Q4 2020$271,0000.0%2,9070.0%0.00%0.0%
Q3 2020$271,0000.0%2,9070.0%0.00%0.0%
Q2 2020$271,0000.0%2,9070.0%0.00%0.0%
Q1 2020$271,0000.0%2,9070.0%0.00%0.0%
Q4 2019$271,0000.0%2,9070.0%0.00%0.0%
Q3 2019$271,0000.0%2,9070.0%0.00%0.0%
Q2 2019$271,0000.0%2,9070.0%0.00%0.0%
Q1 2019$271,000
+4416.7%
2,907
+2542.7%
0.00%–
Q4 2016$6,000
-45.5%
110
-49.3%
0.00%
-100.0%
Q3 2016$11,000
-59.3%
217
-62.3%
0.00%
-50.0%
Q2 2016$27,000–576–0.00%–
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Other shareholders
FIRST TR SML CP CORE ALPHA F shareholders Q3 2023
NameSharesValueWeighting ↓
Hapanowicz & Associates Financial Services, Inc 219,806$17,716,33512.22%
Spectrum Wealth Advisory Group, LLC 67,990$5,479,9827.39%
Wealth Alliance Advisory Group, LLC 108,513$8,746,1453.27%
Mainsail Financial Group, LLC 29,011$2,318,2152.25%
RETIREMENT GUYS FORMULA LLC 30,009$2,418,7431.73%
MTM Investment Management, LLC 38,925$3,137,3871.61%
Per Stirling Capital Management, LLC. 43,728$3,524,4800.76%
PCA Investment Advisory Services Inc. 13,002$1,048,0380.74%
Root Financial Partners, LLC 12,726$1,025,7470.73%
Western Wealth Management, LLC 74,914$6,038,0750.56%
View complete list of FIRST TR SML CP CORE ALPHA F shareholders