FIRST TR SML CP CORE ALPHA F's ticker is FYX and the CUSIP is 33734Y109. A total of 76 filers reported holding FIRST TR SML CP CORE ALPHA F in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $388,000 | -93.2% | 2,247 | -99.3% | 0.05% | -33.8% |
| Q3 2018 | $5,666,000 | +120.6% | 335,314 | +96.5% | 0.07% | +144.8% |
| Q2 2018 | $2,568,000 | +720.4% | 170,642 | +3295.2% | 0.03% | -50.8% |
| Q4 2017 | $313,000 | -7.4% | 5,026 | -11.3% | 0.06% | -15.7% |
| Q3 2017 | $338,000 | +6.0% | 5,666 | -1.6% | 0.07% | -2.8% |
| Q2 2017 | $319,000 | -61.5% | 5,757 | -63.1% | 0.07% | -64.9% |
| Q1 2017 | $828,000 | +4.2% | 15,598 | +6.3% | 0.20% | -19.6% |
| Q4 2016 | $795,000 | +12.6% | 14,671 | +2.8% | 0.26% | -2.3% |
| Q3 2016 | $706,000 | +63.4% | 14,269 | -5.4% | 0.26% | -20.4% |
| Q1 2016 | $432,000 | – | 15,082 | – | 0.33% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hapanowicz & Associates Financial Services, Inc | 240,291 | $21,736,618 | 12.41% |
| Main Line Retirement Advisors, LLC | 111,516 | $10,085,733 | 7.72% |
| Genesee Capital Advisors, LLC | 59,957 | $5,423,680 | 2.66% |
| Wealth Alliance Advisory Group, LLC | 123,010 | $11,127,503 | 2.51% |
| Mainsail Financial Group, LLC | 39,150 | $3,541,537 | 2.08% |
| MTM Investment Management, LLC | 32,164 | $2,909,575 | 1.19% |
| Sweet Financial Partners, LLC | 39,050 | $3,532,463 | 0.81% |
| Lakeridge Wealth Management LLC | 10,624 | $961,024 | 0.58% |
| SILVER OAK SECURITIES, Inc | 30,707 | $2,777,793 | 0.42% |
| Per Stirling Capital Management, LLC. | 26,494 | $2,396,608 | 0.39% |