FIRST TR MID CAP CORE ALPHAD's ticker is FNX and the CUSIP is 33735B108. A total of 155 filers reported holding FIRST TR MID CAP CORE ALPHAD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,537 | -89.0% | 299 | -88.5% | 0.00% | -87.5% |
| Q2 2023 | $250,143 | -19.0% | 2,597 | -24.3% | 0.02% | -23.8% |
| Q1 2023 | $308,742 | +29220.2% | 3,432 | +28500.0% | 0.02% | – |
| Q4 2022 | $1,053 | -47.4% | 12 | -55.6% | 0.00% | – |
| Q3 2022 | $2,000 | 0.0% | 27 | 0.0% | 0.00% | – |
| Q2 2022 | $2,000 | -33.3% | 27 | -18.2% | 0.00% | – |
| Q1 2022 | $3,000 | -25.0% | 33 | -31.2% | 0.00% | – |
| Q4 2021 | $4,000 | -42.9% | 48 | -36.8% | 0.00% | -100.0% |
| Q3 2021 | $7,000 | -84.1% | 76 | -82.9% | 0.00% | -75.0% |
| Q2 2021 | $44,000 | – | 444 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BELLEVUE ASSET MANAGEMENT, LLC | 50,779 | $4,272,000 | 3.09% |
| Kaydan Wealth Management, Inc. | 24,722 | $2,068,243 | 1.15% |
| DHJJ Financial Advisors, Ltd. | 16,331 | $1,366,000 | 0.76% |
| Total Clarity Wealth Management, Inc. | 16,438 | $1,375,000 | 0.71% |
| PACIFIC SUN FINANCIAL CORP | 11,829 | $990,000 | 0.65% |
| MONECO Advisors, LLC | 18,266 | $1,528,000 | 0.59% |
| LVZ, Inc. | 38,146 | $3,191,000 | 0.54% |
| S.C. Financial Services, Inc. | 3,853 | $322,000 | 0.50% |
| B. Riley Wealth Advisors, Inc. | 133,442 | $11,164,000 | 0.47% |
| Bedel Financial Consulting, Inc. | 18,043 | $1,509,000 | 0.44% |