FIRST TR MID CAP CORE ALPHAD's ticker is FNX and the CUSIP is 33735B108. A total of 155 filers reported holding FIRST TR MID CAP CORE ALPHAD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $913 | +17.2% | 9,915 | +22.6% | 0.01% | +20.0% |
| Q2 2023 | $779 | -30.6% | 8,088 | -35.1% | 0.01% | -37.5% |
| Q1 2023 | $1,122 | +701.4% | 12,467 | +679.7% | 0.01% | +700.0% |
| Q4 2022 | $140 | -99.9% | 1,599 | -3.6% | 0.00% | 0.0% |
| Q3 2022 | $133,000 | -8.3% | 1,658 | -4.3% | 0.00% | 0.0% |
| Q2 2022 | $145,000 | -14.7% | 1,733 | +0.1% | 0.00% | 0.0% |
| Q1 2022 | $170,000 | -4.5% | 1,732 | +0.1% | 0.00% | 0.0% |
| Q4 2021 | $178,000 | +2.9% | 1,731 | +0.2% | 0.00% | 0.0% |
| Q2 2021 | $173,000 | 0.0% | 1,728 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $173,000 | 0.0% | 1,728 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $173,000 | 0.0% | 1,728 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $173,000 | 0.0% | 1,728 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $173,000 | 0.0% | 1,728 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $173,000 | 0.0% | 1,728 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $173,000 | 0.0% | 1,728 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $173,000 | 0.0% | 1,728 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $173,000 | 0.0% | 1,728 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $173,000 | +1822.2% | 1,728 | +1044.4% | 0.00% | – |
| Q2 2017 | $9,000 | 0.0% | 151 | 0.0% | 0.00% | -100.0% |
| Q1 2017 | $9,000 | -35.7% | 151 | -39.8% | 0.00% | 0.0% |
| Q4 2016 | $14,000 | -22.2% | 251 | -27.9% | 0.00% | 0.0% |
| Q3 2016 | $18,000 | 0.0% | 348 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $18,000 | – | 348 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BELLEVUE ASSET MANAGEMENT, LLC | 50,779 | $4,272,000 | 3.09% |
| Kaydan Wealth Management, Inc. | 24,722 | $2,068,243 | 1.15% |
| DHJJ Financial Advisors, Ltd. | 16,331 | $1,366,000 | 0.76% |
| Total Clarity Wealth Management, Inc. | 16,438 | $1,375,000 | 0.71% |
| PACIFIC SUN FINANCIAL CORP | 11,829 | $990,000 | 0.65% |
| MONECO Advisors, LLC | 18,266 | $1,528,000 | 0.59% |
| LVZ, Inc. | 38,146 | $3,191,000 | 0.54% |
| S.C. Financial Services, Inc. | 3,853 | $322,000 | 0.50% |
| B. Riley Wealth Advisors, Inc. | 133,442 | $11,164,000 | 0.47% |
| Bedel Financial Consulting, Inc. | 18,043 | $1,509,000 | 0.44% |