Independent Advisor Alliance - 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 92 filers reported holding FIRST TR MID CAP CORE ALPHAD in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Independent Advisor Alliance ownership history of FIRST TR MID CAP CORE ALPHAD
ValueSharesWeighting
Q4 2019$294,000
+34.9%
4,055
+6.8%
0.01%
-62.9%
Q1 2017$218,0003,7960.04%
Other shareholders
FIRST TR MID CAP CORE ALPHAD shareholders Q1 2017
NameSharesValueWeighting ↓
Solutions 4 Wealth, Ltd 21,389$2,321,3005.26%
Lakeridge Wealth Management LLC 65,746$7,135,1664.29%
BELLEVUE ASSET MANAGEMENT, LLC 70,588$7,653,6924.23%
Priebe Wealth Holdings LLC 28,830$3,128,7832.48%
Fortress Wealth Group, LLC 38,357$4,379,8272.20%
Concorde Asset Management, LLC 17,197$1,866,3301.15%
Per Stirling Capital Management, LLC. 58,082$6,303,4131.02%
PACIFIC SUN FINANCIAL CORP 10,639$1,154,6130.68%
American Institute for Advanced Investment Management, LLP 8,038$872,3000.67%
DHJJ Financial Advisors, Ltd. 13,323$1,445,9360.61%
View complete list of FIRST TR MID CAP CORE ALPHAD shareholders