FIRST TR MULTI CAP VALUE ALP's ticker is FAD and the CUSIP is 33733F101. A total of 19 filers reported holding FIRST TR MULTI CAP VALUE ALP in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2015 | $1,106,000 | -2.8% | 21,605 | -7.2% | 1.16% | -9.4% |
| Q4 2014 | $1,138,000 | +2.7% | 23,291 | -4.3% | 1.28% | +21.7% |
| Q3 2014 | $1,108,000 | -3.2% | 24,338 | -0.1% | 1.06% | +14.2% |
| Q2 2014 | $1,145,000 | +9.3% | 24,353 | +5.8% | 0.92% | +2.3% |
| Q1 2014 | $1,048,000 | +18.4% | 23,021 | +17.5% | 0.90% | +13.9% |
| Q4 2013 | $885,000 | +10.1% | 19,600 | -0.1% | 0.79% | +11.4% |
| Q3 2013 | $804,000 | +14.7% | 19,622 | +5.7% | 0.71% | +0.1% |
| Q2 2013 | $701,000 | – | 18,563 | – | 0.71% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealth Management Partners, LLC | 21,910 | $2,697,498 | 1.31% |
| Stonebridge Financial Planning Group, LLC | 11,650 | $1,434,326 | 0.72% |
| 626 Financial, LLC | 9,518 | $1,171,830 | 0.68% |
| Kowal Investment Group, LLC | 27,172 | $3,345,292 | 0.67% |
| WILLNER & HELLER, LLC | 3,760 | $462,885 | 0.44% |
| RPg Family Wealth Advisory, LLC | 10,918 | $1,344,194 | 0.44% |
| Apeiron RIA LLC | 6,727 | $828,177 | 0.25% |
| FIFTH THIRD SECURITIES, INC. | 10,505 | $1,293,346 | 0.12% |
| Gateway Wealth Partners, LLC | 2,360 | $290,558 | 0.09% |
| Geneos Wealth Management Inc. | 12,095 | $1,489,077 | 0.07% |