Anchor Investment Management, LLC - 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 126 filers reported holding FIRST TR MID CAP CORE ALPHAD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Anchor Investment Management, LLC ownership history of FIRST TR MID CAP CORE ALPHAD
ValueSharesWeighting
Q4 2023$28,515
+13.4%
2730.0%0.00%0.0%
Q3 2023$25,143
-4.4%
2730.0%0.00%0.0%
Q2 2023$26,295
+7.1%
2730.0%0.00%0.0%
Q1 2023$24,559
+2.4%
2730.0%0.00%0.0%
Q4 2022$23,978
+9.4%
2730.0%0.00%0.0%
Q3 2022$21,914
-4.1%
2730.0%0.00%0.0%
Q2 2022$22,839
-14.7%
2730.0%0.00%0.0%
Q1 2022$26,787
-4.6%
2730.0%0.00%0.0%
Q4 2021$28,075
+5.3%
2730.0%0.00%
-25.0%
Q3 2021$26,667
-2.4%
2730.0%0.00%0.0%
Q2 2021$27,327
+6.7%
2730.0%0.00%0.0%
Q1 2021$25,613
+13.0%
2730.0%0.00%0.0%
Q4 2020$22,670
+25.9%
2730.0%0.00%0.0%
Q3 2020$18,007
+5.6%
2730.0%0.00%0.0%
Q2 2020$17,057
+29.6%
2730.0%0.00%
+33.3%
Q1 2020$13,164
-33.5%
2730.0%0.00%
-25.0%
Q4 2019$19,790
+7.3%
2730.0%0.00%0.0%
Q3 2019$18,438
-1.8%
2730.0%0.00%0.0%
Q2 2019$18,782
+2.6%
2730.0%0.00%
-20.0%
Q1 2019$18,302
+15.9%
2730.0%0.01%
+25.0%
Q4 2018$15,785
-19.3%
2730.0%0.00%0.0%
Q3 2018$19,552
+4.6%
2730.0%0.00%
-20.0%
Q2 2018$18,687
+4.7%
2730.0%0.01%0.0%
Q1 2018$17,854
-0.5%
2730.0%0.01%0.0%
Q4 2017$17,942
+6.2%
2730.0%0.01%0.0%
Q3 2017$16,891
+4.5%
2730.0%0.01%0.0%
Q2 2017$16,159
+1.3%
2730.0%0.01%0.0%
Q1 2017$15,957
+3.7%
2730.0%0.01%
-16.7%
Q4 2016$15,394
+6.7%
2730.0%0.01%0.0%
Q3 2016$14,423
+4.6%
2730.0%0.01%
+20.0%
Q2 2016$13,792
+1.8%
2730.0%0.01%
-16.7%
Q1 2016$13,5492730.01%
Other shareholders
FIRST TR MID CAP CORE ALPHAD shareholders Q1 2021
NameSharesValueWeighting ↓
Fortress Wealth Group, LLC 72,518$6,451,7274.30%
BELLEVUE ASSET MANAGEMENT, LLC 49,602$4,560,4223.06%
Golden State Equity Partners 81,059$7,465,5342.08%
Dorsey Wright & Associates 28,735$2,646,0000.82%
DHJJ Financial Advisors, Ltd. 16,695$1,537,6100.78%
Per Stirling Capital Management, LLC. 38,815$3,574,8180.74%
American Institute for Advanced Investment Management, LLP 7,559$736,8060.68%
LVZ, Inc. 45,002$4,144,6610.67%
Coppell Advisory Solutions LLC 20,389$1,790,7770.62%
Kaydan Wealth Management, Inc. 15,065$1,387,4870.55%
View complete list of FIRST TR MID CAP CORE ALPHAD shareholders