FLAGSHIP HARBOR ADVISORS, 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 143 filers reported holding FIRST TR MID CAP CORE ALPHAD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
FLAGSHIP HARBOR ADVISORS, LLC ownership history of FIRST TR MID CAP CORE ALPHAD
ValueSharesWeighting
Q1 2023$210,747
-0.3%
2,343
-2.6%
0.02%
-9.1%
Q4 2022$211,326
-19.6%
2,406
-26.6%
0.02%
-29.0%
Q3 2022$263,000
+24.1%
3,278
+51.9%
0.03%
+55.0%
Q1 2022$212,000
-4.5%
2,158
+0.1%
0.02%
-4.8%
Q4 2021$222,000
+8.8%
2,155
+5.6%
0.02%
-4.5%
Q3 2021$204,0000.0%2,0410.0%0.02%0.0%
Q2 2021$204,0002,0410.02%
Other shareholders
FIRST TR MID CAP CORE ALPHAD shareholders Q2 2021
NameSharesValueWeighting ↓
CONDOR CAPITAL MANAGEMENT 120,965$8,109,0001.32%
Premia Global Advisors, LLC 19,602$1,300,0001.32%
Sterling Investment Advisors, Ltd. 33,282$2,231,0001.14%
Bedel Financial Consulting, Inc. 23,267$1,560,0001.00%
Camelot Portfolios, LLC 34,214$2,294,0000.96%
Cypress Wealth Services, LLC 28,498$1,911,0000.60%
Gladstone Institutional Advisory LLC 22,854$1,532,0000.56%
Prospera Financial Services Inc 24,586$1,695,0000.56%
Cedar Brook Financial Partners, LLC 15,246$1,022,0000.50%
Titus Wealth Management 7,255$486,0000.43%
View complete list of FIRST TR MID CAP CORE ALPHAD shareholders