FIRST TR SML CP CORE ALPHA F's ticker is FYX and the CUSIP is 33734Y109. A total of 99 filers reported holding FIRST TR SML CP CORE ALPHA F in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $460,000 | -0.9% | 4,939 | -1.6% | 0.28% | -2.7% |
| Q2 2021 | $464,000 | +1.8% | 5,017 | +0.7% | 0.29% | +1.7% |
| Q1 2021 | $456,000 | -6.6% | 4,981 | -16.3% | 0.29% | -11.7% |
| Q4 2020 | $488,000 | +30.8% | 5,952 | -3.0% | 0.32% | +12.1% |
| Q3 2020 | $373,000 | +15.1% | 6,137 | +0.5% | 0.29% | +5.9% |
| Q2 2020 | $324,000 | +30.1% | 6,108 | -8.3% | 0.27% | +9.6% |
| Q1 2020 | $249,000 | -34.5% | 6,660 | +13.1% | 0.25% | -0.8% |
| Q4 2019 | $380,000 | -5.9% | 5,887 | -12.5% | 0.25% | -14.9% |
| Q3 2019 | $404,000 | +4.7% | 6,725 | +7.0% | 0.30% | +5.7% |
| Q2 2019 | $386,000 | +2657.1% | 6,286 | +2669.2% | 0.28% | +2690.0% |
| Q1 2019 | $14,000 | +16.7% | 227 | 0.0% | 0.01% | -47.4% |
| Q4 2018 | $12,000 | -25.0% | 227 | 0.0% | 0.02% | +90.0% |
| Q3 2018 | $16,000 | -20.0% | 227 | -30.6% | 0.01% | -33.3% |
| Q2 2018 | $20,000 | – | 327 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hapanowicz & Associates Financial Services, Inc | 221,838 | $17,893,143 | 12.71% |
| Wealth Alliance Advisory Group, LLC | 110,491 | $8,912,024 | 2.64% |
| Mainsail Financial Group, LLC | 29,768 | $2,374,138 | 2.15% |
| MTM Investment Management, LLC | 38,444 | $3,100,796 | 1.57% |
| RETIREMENT GUYS FORMULA LLC | 26,276 | $2,119,345 | 1.48% |
| PCA Investment Advisory Services Inc. | 11,471 | $925,246 | 0.66% |
| American Institute for Advanced Investment Management, LLP | 8,211 | $684,387 | 0.63% |
| Per Stirling Capital Management, LLC. | 34,582 | $2,789,328 | 0.58% |
| Regal Investment Advisors LLC | 82,363 | $6,643,287 | 0.56% |
| Sweet Financial Partners, LLC | 23,825 | $1,921,689 | 0.51% |