FIRST TR MID CAP CORE ALPHAD's ticker is FNX and the CUSIP is 33735B108. A total of 126 filers reported holding FIRST TR MID CAP CORE ALPHAD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,334,059 | +19.9% | 14,829 | +17.0% | 0.01% | +12.5% |
| Q4 2022 | $1,113,068 | +21.9% | 12,673 | +11.5% | 0.01% | +14.3% |
| Q3 2022 | $913,000 | +12.6% | 11,369 | +17.2% | 0.01% | +16.7% |
| Q2 2022 | $811,000 | +5.3% | 9,698 | +23.6% | 0.01% | +20.0% |
| Q1 2022 | $770,000 | +8.9% | 7,844 | +14.1% | 0.01% | 0.0% |
| Q4 2021 | $707,000 | +67.9% | 6,875 | +59.4% | 0.01% | +66.7% |
| Q3 2021 | $421,000 | +30.7% | 4,312 | +34.1% | 0.00% | 0.0% |
| Q2 2021 | $322,000 | -0.3% | 3,215 | -6.6% | 0.00% | 0.0% |
| Q1 2021 | $323,000 | – | 3,441 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BELLEVUE ASSET MANAGEMENT, LLC | 60,807 | $6,087,000 | 3.72% |
| Arrow Investment Advisors, LLC | 58,727 | $5,879,000 | 3.64% |
| Golden State Equity Partners | 92,879 | $9,297,000 | 3.59% |
| Holloway Wealth Management, LLC | 68,061 | $6,813,000 | 2.08% |
| Total Clarity Wealth Management, Inc. | 32,338 | $3,237,000 | 1.81% |
| Pinnacle Family Advisors, LLC | 31,517 | $3,155,000 | 1.38% |
| Harvest Investment Services, LLC | 23,249 | $2,327,000 | 0.98% |
| LexAurum Advisors, LLC | 32,270 | $3,230,000 | 0.96% |
| DHJJ Financial Advisors, Ltd. | 16,989 | $1,701,000 | 0.90% |
| Bedel Financial Consulting, Inc. | 18,043 | $1,806,000 | 0.63% |