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 | $221,461 | -4.3% | 2,405 | +0.0% | 0.00% | 0.0% |
| Q2 2023 | $231,523 | +7.0% | 2,404 | -0.0% | 0.00% | 0.0% |
| Q1 2023 | $216,392 | -15.8% | 2,405 | -17.8% | 0.00% | -33.3% |
| Q4 2022 | $257,048 | -45.1% | 2,927 | -49.8% | 0.00% | -50.0% |
| Q3 2022 | $468,000 | -70.4% | 5,827 | -69.2% | 0.01% | -72.7% |
| Q2 2022 | $1,583,000 | -14.8% | 18,922 | 0.0% | 0.02% | -8.3% |
| Q1 2022 | $1,857,000 | -10.9% | 18,922 | -6.7% | 0.02% | -20.0% |
| Q4 2021 | $2,085,000 | +13800.0% | 20,275 | +8601.7% | 0.03% | – |
| Q2 2020 | $15,000 | – | 233 | – | 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% |