FIRST TR MID CAP CORE ALPHAD's ticker is FNX and the CUSIP is 33735B108. A total of 112 filers reported holding FIRST TR MID CAP CORE ALPHAD in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $311,000 | -21.5% | 4,600 | -20.2% | 0.26% | -20.1% |
| Q2 2019 | $396,000 | +2.6% | 5,761 | 0.0% | 0.32% | +9.6% |
| Q1 2019 | $386,000 | +44.6% | 5,761 | +24.8% | 0.29% | +28.8% |
| Q4 2018 | $267,000 | -19.3% | 4,616 | 0.0% | 0.23% | -8.9% |
| Q3 2018 | $331,000 | +4.7% | 4,616 | 0.0% | 0.25% | +4.2% |
| Q2 2018 | $316,000 | +4.6% | 4,616 | 0.0% | 0.24% | +6.2% |
| Q1 2018 | $302,000 | -0.3% | 4,616 | 0.0% | 0.22% | -9.3% |
| Q4 2017 | $303,000 | +11.0% | 4,616 | 0.0% | 0.25% | -0.8% |
| Q2 2017 | $273,000 | +1.1% | 4,616 | 0.0% | 0.25% | -0.4% |
| Q1 2017 | $270,000 | +3.8% | 4,616 | 0.0% | 0.25% | -5.7% |
| Q4 2016 | $260,000 | – | 4,616 | – | 0.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Golden State Equity Partners | 96,497 | $9,426,000 | 3.84% |
| BELLEVUE ASSET MANAGEMENT, LLC | 62,015 | $6,122,000 | 3.75% |
| Arrow Investment Advisors, LLC | 56,333 | $5,508,000 | 3.61% |
| Total Clarity Wealth Management, Inc. | 33,502 | $3,272,000 | 1.56% |
| Holloway Wealth Management, LLC | 37,016 | $3,616,000 | 1.10% |
| LexAurum Advisors, LLC | 32,272 | $3,152,000 | 0.93% |
| DHJJ Financial Advisors, Ltd. | 16,843 | $1,645,000 | 0.85% |
| PACIFIC SUN FINANCIAL CORP | 12,159 | $1,188,000 | 0.68% |
| Harvest Investment Services, LLC | 16,665 | $1,627,000 | 0.66% |
| Dorsey Wright & Associates | 28,532 | $2,787,000 | 0.61% |