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 2023. 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peak Capital Management LLC | 118,732 | $7,694,000 | 6.25% |
| Hapanowicz & Associates Financial Services, Inc | 117,771 | $7,640,000 | 4.61% |
| Gladstone Institutional Advisory LLC | 46,499 | $3,019,000 | 0.74% |
| Regal Investment Advisors LLC | 53,165 | $3,452,000 | 0.62% |
| Teamwork Financial Advisors, LLC | 13,937 | $905,000 | 0.54% |
| Cypress Wealth Services, LLC | 32,761 | $2,127,000 | 0.54% |
| Camelot Portfolios, LLC | 14,160 | $919,000 | 0.39% |
| Element Wealth, LLC | 5,720 | $371,000 | 0.38% |
| IFG Advisory, LLC | 30,872 | $2,004,000 | 0.37% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 16,193 | $1,051,000 | 0.36% |