FIRST TR MID CAP CORE ALPHAD's ticker is FNX and the CUSIP is 33735B108. A total of 109 filers reported holding FIRST TR MID CAP CORE ALPHAD in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,470 | -4.1% | 37 | 0.0% | 0.00% | – |
| Q2 2023 | $3,619 | -76.0% | 37 | -77.8% | 0.00% | -100.0% |
| Q1 2023 | $15,068 | +2.5% | 167 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $14,701 | +13.1% | 167 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $13,000 | 0.0% | 167 | 0.0% | 0.00% | – |
| Q2 2022 | $13,000 | -23.5% | 167 | -3.5% | 0.00% | -100.0% |
| Q4 2021 | $17,000 | +6.2% | 173 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $16,000 | -5.9% | 173 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $17,000 | +6.2% | 173 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $16,000 | +23.1% | 173 | -5.5% | 0.00% | 0.0% |
| Q4 2019 | $13,000 | -23.5% | 183 | -30.2% | 0.00% | 0.0% |
| Q3 2019 | $17,000 | -5.6% | 262 | +0.4% | 0.00% | 0.0% |
| Q2 2019 | $18,000 | +5.9% | 261 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $17,000 | +13.3% | 261 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $15,000 | +87.5% | 261 | +115.7% | 0.00% | 0.0% |
| Q3 2018 | $8,000 | 0.0% | 121 | +0.8% | 0.00% | 0.0% |
| Q2 2018 | $8,000 | +14.3% | 120 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $7,000 | -12.5% | 120 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $8,000 | +60.0% | 120 | +20.0% | 0.00% | 0.0% |
| Q1 2015 | $5,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $5,000 | – | 100 | – | 0.00% | – |
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% |