FIRST TR SML CP CORE ALPHA F's ticker is FYX and the CUSIP is 33734Y109. A total of 126 filers reported holding FIRST TR SML CP CORE ALPHA F in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $224,947 | -2.4% | 2,789 | -0.4% | 0.00% | 0.0% |
| Q2 2023 | $230,410 | -30.8% | 2,801 | -38.8% | 0.00% | -66.7% |
| Q3 2022 | $333,000 | -1.2% | 4,574 | +4.1% | 0.00% | 0.0% |
| Q2 2022 | $337,000 | -21.3% | 4,392 | -6.1% | 0.00% | 0.0% |
| Q1 2022 | $428,000 | -1.4% | 4,678 | +4.7% | 0.00% | 0.0% |
| Q4 2021 | $434,000 | -8.8% | 4,467 | -61.4% | 0.00% | -72.7% |
| Q1 2020 | $476,000 | -21.1% | 11,584 | +24.7% | 0.01% | -15.4% |
| Q4 2019 | $603,000 | -11.2% | 9,286 | -15.9% | 0.01% | -35.0% |
| Q2 2019 | $679,000 | – | 11,043 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hapanowicz & Associates Financial Services, Inc | 167,956 | $15,664,000 | 6.90% |
| Spectrum Wealth Advisory Group, LLC | 53,717 | $5,010,000 | 4.90% |
| Arrow Investment Advisors, LLC | 64,732 | $6,043,000 | 3.74% |
| Holloway Wealth Management, LLC | 95,907 | $8,944,000 | 2.73% |
| Sterling Manor Financial, LLC | 35,047 | $3,269,000 | 2.61% |
| Pinnacle Family Advisors, LLC | 31,190 | $2,912,000 | 1.27% |
| LexAurum Advisors, LLC | 35,636 | $3,323,000 | 0.98% |
| Harvest Investment Services, LLC | 24,469 | $2,282,000 | 0.96% |
| Western Wealth Management, LLC | 96,155 | $8,967,000 | 0.92% |
| Transamerica Financial Advisors, Inc. | 361 | $34,000 | 0.83% |