FIRST TR SML CP CORE ALPHA F's ticker is FYX and the CUSIP is 33734Y109. A total of 103 filers reported holding FIRST TR SML CP CORE ALPHA F in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $354,898 | -1.9% | 4,400 | 0.0% | 0.02% | 0.0% |
Q2 2023 | $361,938 | +2.1% | 4,400 | 0.0% | 0.02% | -4.3% |
Q1 2023 | $354,640 | +2.7% | 4,400 | 0.0% | 0.02% | 0.0% |
Q4 2022 | $345,180 | +7.9% | 4,400 | 0.0% | 0.02% | 0.0% |
Q3 2022 | $320,000 | -5.0% | 4,400 | 0.0% | 0.02% | -4.2% |
Q2 2022 | $337,000 | -16.4% | 4,400 | 0.0% | 0.02% | +4.3% |
Q1 2022 | $403,000 | -5.6% | 4,400 | 0.0% | 0.02% | -11.5% |
Q4 2021 | $427,000 | +6.0% | 4,400 | 0.0% | 0.03% | -3.7% |
Q3 2021 | $403,000 | -1.7% | 4,400 | 0.0% | 0.03% | -3.6% |
Q2 2021 | $410,000 | +2.8% | 4,400 | 0.0% | 0.03% | -6.7% |
Q1 2021 | $399,000 | +17.7% | 4,400 | 0.0% | 0.03% | +7.1% |
Q4 2020 | $339,000 | +32.9% | 4,400 | 0.0% | 0.03% | +21.7% |
Q3 2020 | $255,000 | +6.7% | 4,400 | 0.0% | 0.02% | 0.0% |
Q2 2020 | $239,000 | -16.4% | 4,400 | 0.0% | 0.02% | -11.5% |
Q4 2019 | $286,000 | +8.3% | 4,400 | 0.0% | 0.03% | -3.7% |
Q3 2019 | $264,000 | -2.6% | 4,400 | 0.0% | 0.03% | -3.6% |
Q2 2019 | $271,000 | 0.0% | 4,400 | 0.0% | 0.03% | -6.7% |
Q1 2019 | $271,000 | -10.6% | 4,400 | 0.0% | 0.03% | -63.9% |
Q3 2018 | $303,000 | – | 4,400 | – | 0.08% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Hapanowicz & Associates Financial Services, Inc | 202,149 | $15,495,000 | 12.09% |
Spectrum Wealth Advisory Group, LLC | 68,066 | $5,217,000 | 5.82% |
AVAII WEALTH MANAGEMENT, LLC | 55,973 | $4,290,000 | 4.59% |
RETIREMENT GUYS FORMULA LLC | 47,684 | $3,655,000 | 3.75% |
MTM Investment Management, LLC | 35,731 | $2,778,000 | 1.50% |
Perennial Investment Advisors, LLC | 23,066 | $1,767,000 | 0.69% |
Western Wealth Management, LLC | 152,482 | $11,697,000 | 0.67% |
ARS Wealth Advisors Group, LLC | 61,019 | $4,677,000 | 0.64% |
MONECO Advisors, LLC | 19,776 | $1,516,000 | 0.59% |
Regal Investment Advisors LLC | 68,251 | $5,231,000 | 0.54% |