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 | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $248,000 | -18.2% | 3,598 | -20.4% | 0.14% | -22.6% |
| Q1 2019 | $303,000 | +15.2% | 4,518 | -0.6% | 0.19% | -2.6% |
| Q4 2018 | $263,000 | -33.6% | 4,546 | -17.8% | 0.19% | -26.3% |
| Q3 2018 | $396,000 | +4.5% | 5,532 | +0.0% | 0.26% | -8.2% |
| Q2 2018 | $379,000 | +18.1% | 5,531 | +12.6% | 0.28% | +15.1% |
| Q1 2018 | $321,000 | -0.6% | 4,914 | 0.0% | 0.24% | +2.9% |
| Q4 2017 | $323,000 | +6.2% | 4,914 | +0.0% | 0.24% | -2.1% |
| Q3 2017 | $304,000 | +4.5% | 4,913 | 0.0% | 0.24% | +1.2% |
| Q2 2017 | $291,000 | -29.4% | 4,913 | -30.4% | 0.24% | -32.4% |
| Q1 2017 | $412,000 | +5.4% | 7,054 | +1.7% | 0.36% | +6.6% |
| Q4 2016 | $391,000 | +19.6% | 6,933 | +11.9% | 0.33% | +20.2% |
| Q3 2016 | $327,000 | +2.2% | 6,193 | -2.3% | 0.28% | +44.3% |
| Q2 2016 | $320,000 | -10.4% | 6,336 | -11.9% | 0.19% | -16.5% |
| Q1 2016 | $357,000 | -23.7% | 7,193 | -26.1% | 0.23% | -13.9% |
| Q4 2015 | $468,000 | -25.1% | 9,729 | -25.1% | 0.27% | -35.0% |
| Q3 2015 | $625,000 | – | 12,993 | – | 0.41% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CONDOR CAPITAL MANAGEMENT | 127,763 | $8,790,000 | 1.36% |
| Camelot Portfolios, LLC | 42,517 | $2,925,000 | 1.21% |
| Sterling Investment Advisors, Ltd. | 30,607 | $2,106,000 | 1.08% |
| Bedel Financial Consulting, Inc. | 23,267 | $1,601,000 | 0.97% |
| PACIFIC SUN FINANCIAL CORP | 14,439 | $993,000 | 0.95% |
| Gladstone Institutional Advisory LLC | 37,462 | $2,577,000 | 0.78% |
| Cypress Wealth Services, LLC | 29,038 | $1,998,000 | 0.58% |
| Titus Wealth Management | 7,116 | $490,000 | 0.48% |
| LVZ, Inc. | 27,706 | $1,906,000 | 0.43% |
| Cedar Brook Financial Partners, LLC | 12,325 | $848,000 | 0.39% |