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 | $208,099 | -12.4% | 2,580 | -10.7% | 0.04% | -12.5% |
Q2 2023 | $237,564 | -2.5% | 2,888 | -7.0% | 0.04% | -16.7% |
Q4 2022 | $243,587 | -19.3% | 3,105 | -25.2% | 0.05% | -21.3% |
Q3 2022 | $302,000 | -5.0% | 4,150 | 0.0% | 0.06% | -3.2% |
Q2 2022 | $318,000 | -15.9% | 4,150 | +0.5% | 0.06% | -1.6% |
Q1 2022 | $378,000 | -9.1% | 4,130 | -3.6% | 0.06% | -5.9% |
Q4 2021 | $416,000 | – | 4,285 | – | 0.07% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Hapanowicz & Associates Financial Services, Inc | 219,806 | $17,716,335 | 12.22% |
Spectrum Wealth Advisory Group, LLC | 67,990 | $5,479,982 | 7.39% |
Wealth Alliance Advisory Group, LLC | 108,513 | $8,746,145 | 3.27% |
Mainsail Financial Group, LLC | 29,011 | $2,318,215 | 2.25% |
RETIREMENT GUYS FORMULA LLC | 30,009 | $2,418,743 | 1.73% |
MTM Investment Management, LLC | 38,925 | $3,137,387 | 1.61% |
Per Stirling Capital Management, LLC. | 43,728 | $3,524,480 | 0.76% |
PCA Investment Advisory Services Inc. | 13,002 | $1,048,038 | 0.74% |
Root Financial Partners, LLC | 12,726 | $1,025,747 | 0.73% |
Western Wealth Management, LLC | 74,914 | $6,038,075 | 0.56% |