FIRST TR LRGE CP CORE ALPHA's ticker is FEX and the CUSIP is 33734K109. A total of 47 filers reported holding FIRST TR LRGE CP CORE ALPHA in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $13,000 | +18.2% | 265 | 0.0% | 0.01% | +14.3% |
| Q3 2015 | $11,000 | -8.3% | 265 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $12,000 | 0.0% | 265 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $12,000 | 0.0% | 265 | 0.0% | 0.01% | +16.7% |
| Q3 2014 | $12,000 | 0.0% | 265 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $12,000 | +9.1% | 265 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $11,000 | 0.0% | 265 | 0.0% | 0.01% | -25.0% |
| Q4 2013 | $11,000 | +10.0% | 265 | 0.0% | 0.01% | -11.1% |
| Q3 2013 | $10,000 | – | 265 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Drake & Associates, LLC | 167,132 | $12,714,000 | 7.19% |
| SILVER OAK SECURITIES, Inc | 244,340 | $19,378,000 | 4.34% |
| USAdvisors Wealth Management, LLC | 75,863 | $5,771,000 | 2.89% |
| GREAT VALLEY ADVISOR GROUP, INC. | 424,479 | $32,290,000 | 1.78% |
| RDA Financial Network | 32,443 | $2,468,000 | 1.24% |
| Keystone Wealth Services, LLC | 33,621 | $2,558,000 | 1.14% |
| HFG Advisors, Inc. | 8,617 | $655,000 | 0.88% |
| HBK Sorce Advisory LLC | 136,592 | $10,391,000 | 0.77% |
| Kaydan Wealth Management, Inc. | 17,920 | $1,363,174 | 0.76% |
| WEALTHSOURCE PARTNERS, LLC | 133,934 | $10,188,000 | 0.74% |