Winslow, Evans & Crocker, Inc. - FIRST TR MID CAP CORE ALPHAD ownership

FIRST TR MID CAP CORE ALPHAD's ticker is FNX and the CUSIP is 33735B108. A total of 111 filers reported holding FIRST TR MID CAP CORE ALPHAD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Winslow, Evans & Crocker, Inc. ownership history of FIRST TR MID CAP CORE ALPHAD
ValueSharesWeighting
Q4 2020$38,000
+1800.0%
453
+1194.3%
0.01%
Q3 2020$2,0000.0%350.0%0.00%
-100.0%
Q2 2020$2,0000.0%35
-2.8%
0.00%0.0%
Q1 2020$2,000
-50.0%
360.0%0.00%0.0%
Q4 2019$4,0000.0%360.0%0.00%0.0%
Q3 2019$4,0000.0%360.0%0.00%0.0%
Q2 2019$4,000
-50.0%
36
-66.0%
0.00%
-50.0%
Q3 2018$8,0000.0%1060.0%0.00%
-33.3%
Q2 2018$8,000
-99.9%
1060.0%0.00%
+50.0%
Q1 2018$6,868,000
-0.5%
1060.0%0.00%0.0%
Q4 2017$6,902,000
+6.2%
1060.0%0.00%0.0%
Q3 2017$6,498,000
-77.0%
106
-77.8%
0.00%
-75.0%
Q2 2017$28,293,000
-19.1%
478
-20.3%
0.01%
-27.3%
Q1 2017$34,954,000
+3.6%
6000.0%0.01%
+10.0%
Q4 2016$33,724,000
-46.6%
600
-69.7%
0.01%
+11.1%
Q3 2016$63,188,000
+109.1%
1,982
+230.3%
0.01%0.0%
Q2 2016$30,214,000
+1.8%
600
+0.3%
0.01%0.0%
Q1 2016$29,679,000
-14.4%
598
-17.2%
0.01%
-10.0%
Q4 2015$34,654,000
-0.1%
7220.0%0.01%
-9.1%
Q3 2015$34,674,000
-10.8%
7220.0%0.01%0.0%
Q2 2015$38,858,000
-1.3%
7220.0%0.01%0.0%
Q1 2015$39,354,000
+0.1%
722
-3.0%
0.01%0.0%
Q4 2014$39,308,000
+30.2%
744
+23.6%
0.01%
+22.2%
Q3 2014$30,180,000
-6.0%
602
+0.2%
0.01%
-18.2%
Q2 2014$32,123,000
-16.9%
601
-20.0%
0.01%
-15.4%
Q1 2014$38,654,000
+91933.3%
751
-9.6%
0.01%
-7.1%
Q4 2013$42,0008310.01%
Other shareholders
FIRST TR MID CAP CORE ALPHAD shareholders Q4 2020
NameSharesValueWeighting ↓
BELLEVUE ASSET MANAGEMENT, LLC 50,096$4,960,0003.04%
Golden State Equity Partners 57,661$5,658,0002.85%
Kaydan Wealth Management, Inc. 34,903$3,424,6821.51%
Transamerica Financial Advisors, Inc. 268$27,0000.96%
Holloway Wealth Management, LLC 33,460$3,283,0000.94%
Total Clarity Wealth Management, Inc. 16,171$1,587,0000.87%
DHJJ Financial Advisors, Ltd. 16,385$1,616,0000.78%
PACIFIC SUN FINANCIAL CORP 11,979$1,175,0000.64%
Golden State Wealth Management, LLC 32,954$3,233,0000.63%
Keystone Wealth Services, LLC 14,287$1,402,0000.56%
View complete list of FIRST TR MID CAP CORE ALPHAD shareholders