FIRST TR SML CP CORE ALPHA F's ticker is FYX and the CUSIP is 33734Y109. A total of 82 filers reported holding FIRST TR SML CP CORE ALPHA F in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $113,000 | -19.3% | 1,245 | -63.3% | 0.01% | -61.9% |
| Q1 2020 | $140,000 | +133.3% | 3,396 | +265.2% | 0.02% | +162.5% |
| Q4 2019 | $60,000 | +7.1% | 930 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $56,000 | -1.8% | 930 | 0.0% | 0.01% | -11.1% |
| Q2 2019 | $57,000 | 0.0% | 930 | 0.0% | 0.01% | -10.0% |
| Q1 2019 | $57,000 | +14.0% | 930 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $50,000 | -21.9% | 930 | 0.0% | 0.01% | -16.7% |
| Q3 2018 | $64,000 | +4.9% | 930 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $61,000 | +8.9% | 930 | 0.0% | 0.01% | -7.7% |
| Q1 2018 | $56,000 | -1.8% | 930 | 0.0% | 0.01% | -13.3% |
| Q4 2017 | $57,000 | +3.6% | 930 | 0.0% | 0.02% | -6.2% |
| Q3 2017 | $55,000 | +150.0% | 930 | +138.5% | 0.02% | +45.5% |
| Q2 2017 | $22,000 | +4.8% | 390 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $21,000 | 0.0% | 390 | 0.0% | 0.01% | -8.3% |
| Q4 2016 | $21,000 | +10.5% | 390 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $19,000 | +5.6% | 390 | 0.0% | 0.01% | -7.7% |
| Q2 2016 | $18,000 | – | 390 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peak Capital Management LLC | 118,732 | $7,694,000 | 6.25% |
| Hapanowicz & Associates Financial Services, Inc | 117,771 | $7,640,000 | 4.61% |
| Gladstone Institutional Advisory LLC | 46,499 | $3,019,000 | 0.74% |
| Regal Investment Advisors LLC | 53,165 | $3,452,000 | 0.62% |
| Teamwork Financial Advisors, LLC | 13,937 | $905,000 | 0.54% |
| Cypress Wealth Services, LLC | 32,761 | $2,127,000 | 0.54% |
| Camelot Portfolios, LLC | 14,160 | $919,000 | 0.39% |
| Element Wealth, LLC | 5,720 | $371,000 | 0.38% |
| IFG Advisory, LLC | 30,872 | $2,004,000 | 0.37% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 16,193 | $1,051,000 | 0.36% |