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 Q4 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $232,000 | +12.6% | 2,473 | +0.2% | 0.05% | -2.1% |
| Q4 2020 | $206,000 | -33.5% | 2,468 | -42.3% | 0.05% | -45.5% |
| Q4 2019 | $310,000 | -6.1% | 4,281 | -12.5% | 0.09% | -13.7% |
| Q3 2019 | $330,000 | -16.2% | 4,892 | -14.7% | 0.10% | -9.7% |
| Q2 2019 | $394,000 | -4.1% | 5,733 | -6.6% | 0.11% | -7.4% |
| Q1 2019 | $411,000 | +15.8% | 6,139 | +0.0% | 0.12% | +7.0% |
| Q4 2018 | $355,000 | -19.9% | 6,138 | -0.5% | 0.11% | -10.9% |
| Q3 2018 | $443,000 | +4.7% | 6,169 | +0.0% | 0.13% | -5.2% |
| Q2 2018 | $423,000 | +4.2% | 6,168 | -3.3% | 0.14% | -2.2% |
| Q1 2018 | $406,000 | -3.3% | 6,380 | +2.1% | 0.14% | +5.3% |
| Q4 2017 | $420,000 | +11.1% | 6,248 | +3.0% | 0.13% | -8.4% |
| Q3 2017 | $378,000 | -18.0% | 6,067 | -22.2% | 0.14% | -29.2% |
| Q2 2017 | $461,000 | 0.0% | 7,794 | -2.9% | 0.20% | -8.2% |
| Q1 2017 | $461,000 | -4.2% | 8,027 | -4.2% | 0.22% | -21.7% |
| Q4 2016 | $481,000 | – | 8,376 | – | 0.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pinnacle Family Advisors, LLC | 154,946 | $9,057,000 | 5.60% |
| CONDOR CAPITAL MANAGEMENT | 111,736 | $6,531,000 | 1.40% |
| Sterling Investment Advisors, Ltd. | 27,480 | $1,606,000 | 1.16% |
| GIRARD SECURITIES, INC. | 13,012 | $761,000 | 0.65% |
| Clearwater Capital Advisors, LLC | 33,196 | $1,903,000 | 0.52% |
| Integrated Wealth Management | 23,572 | $1,378,000 | 0.46% |
| Snowden Capital Advisors LLC | 34,666 | $2,026,210 | 0.44% |
| WINTRUST INVESTMENTS LLC | 25,781 | $1,507,000 | 0.43% |
| Bison Wealth, LLC | 7,054 | $412,000 | 0.36% |
| Transamerica Financial Advisors, Inc. | 48,450 | $2,832,000 | 0.34% |