FIRST TR MID CAP CORE ALPHAD's ticker is FNX and the CUSIP is 33735B108. A total of 96 filers reported holding FIRST TR MID CAP CORE ALPHAD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $695,000 | +30.6% | 11,122 | +0.7% | 0.07% | -13.2% |
| Q1 2020 | $532,000 | -57.5% | 11,044 | -36.1% | 0.08% | -42.9% |
| Q4 2019 | $1,253,000 | +12.3% | 17,286 | +4.6% | 0.13% | +4.7% |
| Q3 2019 | $1,116,000 | -8.1% | 16,533 | -6.4% | 0.13% | -9.9% |
| Q2 2019 | $1,215,000 | +294.5% | 17,665 | +284.9% | 0.14% | +271.1% |
| Q1 2019 | $308,000 | +41.3% | 4,590 | +21.5% | 0.04% | +26.7% |
| Q4 2018 | $218,000 | -52.9% | 3,777 | -41.6% | 0.03% | -42.3% |
| Q3 2018 | $463,000 | +33.8% | 6,471 | +28.0% | 0.05% | +23.8% |
| Q2 2018 | $346,000 | +58.0% | 5,054 | +51.1% | 0.04% | +50.0% |
| Q1 2018 | $219,000 | +4.8% | 3,345 | +5.0% | 0.03% | -3.4% |
| Q4 2017 | $209,000 | – | 3,185 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Golden State Equity Partners | 96,497 | $9,426,000 | 3.84% |
| BELLEVUE ASSET MANAGEMENT, LLC | 62,015 | $6,122,000 | 3.75% |
| Arrow Investment Advisors, LLC | 56,333 | $5,508,000 | 3.61% |
| Total Clarity Wealth Management, Inc. | 33,502 | $3,272,000 | 1.56% |
| Holloway Wealth Management, LLC | 37,016 | $3,616,000 | 1.10% |
| LexAurum Advisors, LLC | 32,272 | $3,152,000 | 0.93% |
| DHJJ Financial Advisors, Ltd. | 16,843 | $1,645,000 | 0.85% |
| PACIFIC SUN FINANCIAL CORP | 12,159 | $1,188,000 | 0.68% |
| Harvest Investment Services, LLC | 16,665 | $1,627,000 | 0.66% |
| Dorsey Wright & Associates | 28,532 | $2,787,000 | 0.61% |