FIRST TR SML CP CORE ALPHA F's ticker is FYX and the CUSIP is 33734Y109. A total of 110 filers reported holding FIRST TR SML CP CORE ALPHA F in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2019 | $5,046,000 | +9.0% | 77,715 | +0.8% | 0.04% | +2.9% |
Q3 2019 | $4,630,000 | +11.5% | 77,063 | +14.1% | 0.03% | +6.2% |
Q2 2019 | $4,154,000 | -0.4% | 67,543 | -0.1% | 0.03% | -5.9% |
Q1 2019 | $4,172,000 | +12.4% | 67,629 | -1.3% | 0.03% | -5.6% |
Q4 2018 | $3,711,000 | -23.7% | 68,541 | -2.8% | 0.04% | -26.5% |
Q3 2018 | $4,865,000 | +29.7% | 70,536 | +24.2% | 0.05% | -5.8% |
Q2 2018 | $3,750,000 | +19.4% | 56,790 | +8.9% | 0.05% | +20.9% |
Q1 2018 | $3,141,000 | -0.9% | 52,172 | +0.6% | 0.04% | +2.4% |
Q4 2017 | $3,171,000 | +16.7% | 51,844 | +12.5% | 0.04% | -2.3% |
Q3 2017 | $2,717,000 | +12.0% | 46,084 | +5.7% | 0.04% | 0.0% |
Q2 2017 | $2,425,000 | +113.8% | 43,596 | +109.5% | 0.04% | +87.0% |
Q1 2017 | $1,134,000 | +26.0% | 20,809 | +24.3% | 0.02% | +15.0% |
Q4 2016 | $900,000 | +38.0% | 16,743 | +28.0% | 0.02% | +25.0% |
Q3 2016 | $652,000 | +1.1% | 13,084 | -6.9% | 0.02% | -5.9% |
Q2 2016 | $645,000 | – | 14,058 | – | 0.02% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Hapanowicz & Associates Financial Services, Inc | 219,806 | $17,716,335 | 12.22% |
Spectrum Wealth Advisory Group, LLC | 67,990 | $5,479,982 | 7.39% |
Wealth Alliance Advisory Group, LLC | 108,513 | $8,746,145 | 3.27% |
Mainsail Financial Group, LLC | 29,011 | $2,318,215 | 2.25% |
RETIREMENT GUYS FORMULA LLC | 30,009 | $2,418,743 | 1.73% |
MTM Investment Management, LLC | 38,925 | $3,137,387 | 1.61% |
Per Stirling Capital Management, LLC. | 43,728 | $3,524,480 | 0.76% |
PCA Investment Advisory Services Inc. | 13,002 | $1,048,038 | 0.74% |
Root Financial Partners, LLC | 12,726 | $1,025,747 | 0.73% |
Western Wealth Management, LLC | 74,914 | $6,038,075 | 0.56% |