FIRST TR SML CP CORE ALPHA F's ticker is FYX and the CUSIP is 33734Y109. A total of 85 filers reported holding FIRST TR SML CP CORE ALPHA F in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $210,000 | -27.6% | 2,883 | -23.9% | 0.02% | -38.5% |
| Q2 2022 | $290,000 | -42.6% | 3,788 | -31.3% | 0.03% | -31.6% |
| Q1 2022 | $505,000 | -9.2% | 5,513 | -3.8% | 0.04% | -7.3% |
| Q4 2021 | $556,000 | -7.3% | 5,732 | -12.5% | 0.04% | -16.3% |
| Q3 2021 | $600,000 | -48.5% | 6,552 | -47.6% | 0.05% | -33.8% |
| Q2 2021 | $1,166,000 | -50.0% | 12,508 | -51.4% | 0.07% | -56.0% |
| Q1 2021 | $2,331,000 | +825.0% | 25,726 | +527.6% | 0.17% | +354.1% |
| Q2 2019 | $252,000 | +18.9% | 4,099 | +19.0% | 0.04% | +5.7% |
| Q1 2019 | $212,000 | +1.9% | 3,444 | -10.2% | 0.04% | -12.5% |
| Q4 2018 | $208,000 | +362.2% | 3,837 | +406.2% | 0.04% | +233.3% |
| Q1 2018 | $45,000 | -4.3% | 758 | -0.3% | 0.01% | 0.0% |
| Q4 2017 | $47,000 | +291.7% | 760 | +289.7% | 0.01% | +140.0% |
| Q3 2017 | $12,000 | -99.7% | 195 | -92.8% | 0.01% | -99.7% |
| Q2 2017 | $4,113,000 | +4738.8% | 2,710 | +54.0% | 1.99% | +3394.7% |
| Q1 2017 | $85,000 | +286.4% | 1,760 | +336.7% | 0.06% | +235.3% |
| Q4 2016 | $22,000 | – | 403 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hapanowicz & Associates Financial Services, Inc | 202,149 | $15,495,000 | 12.09% |
| Spectrum Wealth Advisory Group, LLC | 68,066 | $5,217,000 | 5.82% |
| AVAII WEALTH MANAGEMENT, LLC | 55,973 | $4,290,000 | 4.59% |
| RETIREMENT GUYS FORMULA LLC | 47,684 | $3,655,000 | 3.75% |
| MTM Investment Management, LLC | 35,731 | $2,778,000 | 1.50% |
| Perennial Investment Advisors, LLC | 23,066 | $1,767,000 | 0.69% |
| Western Wealth Management, LLC | 152,482 | $11,697,000 | 0.67% |
| ARS Wealth Advisors Group, LLC | 61,019 | $4,677,000 | 0.64% |
| MONECO Advisors, LLC | 19,776 | $1,516,000 | 0.59% |
| Regal Investment Advisors LLC | 68,251 | $5,231,000 | 0.54% |