Moloney Securities Asset Management, LLC - 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 155 filers reported holding FIRST TR MID CAP CORE ALPHAD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Moloney Securities Asset Management, LLC ownership history of FIRST TR MID CAP CORE ALPHAD
ValueSharesWeighting
Q1 2022$207,000
-17.2%
2,106
-17.8%
0.04%
-11.1%
Q3 2021$250,000
-25.8%
2,563
-23.9%
0.04%
-26.2%
Q2 2021$337,0003,3670.06%
Other shareholders
FIRST TR MID CAP CORE ALPHAD shareholders Q3 2023
NameSharesValueWeighting ↓
CONDOR CAPITAL MANAGEMENT 127,763$8,790,0001.36%
Camelot Portfolios, LLC 42,517$2,925,0001.21%
Sterling Investment Advisors, Ltd. 30,607$2,106,0001.08%
Bedel Financial Consulting, Inc. 23,267$1,601,0000.97%
PACIFIC SUN FINANCIAL CORP 14,439$993,0000.95%
Gladstone Institutional Advisory LLC 37,462$2,577,0000.78%
Cypress Wealth Services, LLC 29,038$1,998,0000.58%
Titus Wealth Management 7,116$490,0000.48%
LVZ, Inc. 27,706$1,906,0000.43%
Cedar Brook Financial Partners, LLC 12,325$848,0000.39%
View complete list of FIRST TR MID CAP CORE ALPHAD shareholders