FIRST TR MID CAP CORE ALPHAD's ticker is FNX and the CUSIP is 33735B108. A total of 100 filers reported holding FIRST TR MID CAP CORE ALPHAD in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $86,000 | -17.3% | 915 | -57.5% | 0.01% | -60.0% |
| Q1 2020 | $104,000 | +126.1% | 2,155 | +242.1% | 0.02% | +150.0% |
| Q4 2019 | $46,000 | +7.0% | 630 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $43,000 | 0.0% | 630 | 0.0% | 0.01% | -14.3% |
| Q2 2019 | $43,000 | +2.4% | 630 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $42,000 | +16.7% | 630 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $36,000 | -20.0% | 630 | 0.0% | 0.01% | -12.5% |
| Q3 2018 | $45,000 | -10.0% | 630 | -13.7% | 0.01% | -20.0% |
| Q2 2018 | $50,000 | +4.2% | 730 | 0.0% | 0.01% | -9.1% |
| Q1 2018 | $48,000 | 0.0% | 730 | 0.0% | 0.01% | -8.3% |
| Q4 2017 | $48,000 | +6.7% | 730 | 0.0% | 0.01% | -7.7% |
| Q3 2017 | $45,000 | – | 730 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BELLEVUE ASSET MANAGEMENT, LLC | 60,807 | $6,087,000 | 3.72% |
| Arrow Investment Advisors, LLC | 58,727 | $5,879,000 | 3.64% |
| Golden State Equity Partners | 92,879 | $9,297,000 | 3.59% |
| Holloway Wealth Management, LLC | 68,061 | $6,813,000 | 2.08% |
| Total Clarity Wealth Management, Inc. | 32,338 | $3,237,000 | 1.81% |
| Pinnacle Family Advisors, LLC | 31,517 | $3,155,000 | 1.38% |
| Harvest Investment Services, LLC | 23,249 | $2,327,000 | 0.98% |
| LexAurum Advisors, LLC | 32,270 | $3,230,000 | 0.96% |
| DHJJ Financial Advisors, Ltd. | 16,989 | $1,701,000 | 0.90% |
| Bedel Financial Consulting, Inc. | 18,043 | $1,806,000 | 0.63% |