NewSquare Capital LLC - FIRST TR LRGE CP CORE ALPHA ownership

FIRST TR LRGE CP CORE ALPHA's ticker is FEX and the CUSIP is 33734K109. A total of 187 filers reported holding FIRST TR LRGE CP CORE ALPHA in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
NewSquare Capital LLC ownership history of FIRST TR LRGE CP CORE ALPHA
ValueSharesWeighting
Q1 2024$15,382
+10.1%
1550.0%0.00%0.0%
Q4 2023$13,975
+11.2%
1550.0%0.00%0.0%
Q3 2023$12,571
-3.5%
1550.0%0.00%0.0%
Q2 2023$13,022
+4.4%
1550.0%0.00%0.0%
Q1 2023$12,4781550.00%
Other shareholders
FIRST TR LRGE CP CORE ALPHA shareholders Q4 2023
NameSharesValueWeighting ↓
Ballew Advisors, Inc 152,588$9,529,0008.66%
Camelot Portfolios, LLC 62,493$3,827,0001.58%
Cypress Wealth Services, LLC 84,419$5,170,0001.49%
Eukles Asset Management 27,364$1,676,0001.46%
ACG Wealth 133,802$8,194,0001.10%
HBK Sorce Advisory LLC 169,372$10,372,0001.00%
Cedar Brook Financial Partners, LLC 33,533$2,054,0000.95%
BREITER CAPITAL MANAGEMENT INC 8,694$532,0000.71%
Sterling Investment Advisors, Ltd. 20,390$1,249,0000.64%
RDA Financial Network 22,129$1,368,0000.62%
View complete list of FIRST TR LRGE CP CORE ALPHA shareholders