Sowell Financial Services LLC - FIRST TR SML CP CORE ALPHA F ownership

FIRST TR SML CP CORE ALPHA F's ticker is FYX and the CUSIP is 33734Y109. A total of 104 filers reported holding FIRST TR SML CP CORE ALPHA F in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Sowell Financial Services LLC ownership history of FIRST TR SML CP CORE ALPHA F
ValueSharesWeighting
Q2 2021$4,443,000
-16.9%
47,639
-16.8%
0.29%
+58.1%
Q1 2021$5,345,000
+178066.7%
57,288
+121789.4%
0.19%
Q3 2020$3,0000.0%470.0%0.00%
Q2 2020$3,000
+50.0%
470.0%0.00%
Q1 2020$2,000
-33.3%
470.0%0.00%
Q4 2019$3,000
-99.1%
47
-99.2%
0.00%
-100.0%
Q3 2019$341,000
-10.7%
5,683
-8.1%
0.03%
-34.9%
Q1 2019$382,000
+7.6%
6,185
-5.7%
0.04%
-14.0%
Q4 2018$355,0006,5580.05%
Other shareholders
FIRST TR SML CP CORE ALPHA F shareholders Q4 2020
NameSharesValueWeighting ↓
Hapanowicz & Associates Financial Services, Inc 219,806$17,716,33512.22%
Spectrum Wealth Advisory Group, LLC 67,990$5,479,9827.39%
Wealth Alliance Advisory Group, LLC 108,513$8,746,1453.27%
Mainsail Financial Group, LLC 29,011$2,318,2152.25%
RETIREMENT GUYS FORMULA LLC 30,009$2,418,7431.73%
MTM Investment Management, LLC 38,925$3,137,3871.61%
Per Stirling Capital Management, LLC. 43,728$3,524,4800.76%
PCA Investment Advisory Services Inc. 13,002$1,048,0380.74%
Root Financial Partners, LLC 12,726$1,025,7470.73%
Western Wealth Management, LLC 74,914$6,038,0750.56%
View complete list of FIRST TR SML CP CORE ALPHA F shareholders