FIRST TR MID CAP CORE ALPHAD's ticker is FNX and the CUSIP is 33735B108. A total of 159 filers reported holding FIRST TR MID CAP CORE ALPHAD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,516,795 | -51.8% | 16,469 | -49.6% | 0.06% | -1.6% |
| Q2 2023 | $3,149,472 | +114.1% | 32,698 | +100.0% | 0.06% | -26.2% |
| Q1 2023 | $1,470,756 | -49.2% | 16,349 | -50.4% | 0.08% | -6.7% |
| Q4 2022 | $2,895,580 | +115.4% | 32,968 | +96.9% | 0.09% | -22.4% |
| Q3 2022 | $1,344,000 | -4.1% | 16,741 | 0.0% | 0.12% | -0.9% |
| Q2 2022 | $1,401,000 | -14.8% | 16,741 | -0.1% | 0.12% | +0.9% |
| Q1 2022 | $1,644,000 | -3.6% | 16,756 | +1.0% | 0.12% | -4.9% |
| Q4 2021 | $1,706,000 | +6.6% | 16,591 | +1.3% | 0.12% | -12.2% |
| Q3 2021 | $1,600,000 | +19.0% | 16,384 | -2.1% | 0.14% | +19.8% |
| Q3 2011 | $1,344,000 | – | 16,741 | – | 0.12% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BELLEVUE ASSET MANAGEMENT, LLC | 60,807 | $6,087,000 | 3.72% |
| Arrow Investment Advisors, LLC | 58,727 | $5,879,000 | 3.64% |
| Golden State Equity Partners | 92,879 | $9,297,000 | 3.59% |
| Holloway Wealth Management, LLC | 68,061 | $6,813,000 | 2.08% |
| Total Clarity Wealth Management, Inc. | 32,338 | $3,237,000 | 1.81% |
| Pinnacle Family Advisors, LLC | 31,517 | $3,155,000 | 1.38% |
| Harvest Investment Services, LLC | 23,249 | $2,327,000 | 0.98% |
| LexAurum Advisors, LLC | 32,270 | $3,230,000 | 0.96% |
| DHJJ Financial Advisors, Ltd. | 16,989 | $1,701,000 | 0.90% |
| Bedel Financial Consulting, Inc. | 18,043 | $1,806,000 | 0.63% |