FIRST TR MID CAP CORE ALPHAD's ticker is FNX and the CUSIP is 33735B108. A total of 111 filers reported holding FIRST TR MID CAP CORE ALPHAD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $314,000 | -12.3% | 3,748 | +2.7% | 0.16% | -2.5% |
| Q1 2022 | $358,000 | -4.5% | 3,648 | 0.0% | 0.16% | -4.7% |
| Q4 2021 | $375,000 | +10.6% | 3,648 | +5.0% | 0.17% | -5.1% |
| Q3 2021 | $339,000 | -3.1% | 3,475 | -0.7% | 0.18% | -6.3% |
| Q2 2021 | $350,000 | +8.0% | 3,500 | +1.4% | 0.19% | +0.5% |
| Q1 2021 | $324,000 | +9.5% | 3,450 | -3.1% | 0.19% | +3.8% |
| Q4 2020 | $296,000 | +5.7% | 3,560 | -16.2% | 0.18% | -9.0% |
| Q3 2020 | $280,000 | 0.0% | 4,250 | -5.1% | 0.20% | -9.5% |
| Q2 2020 | $280,000 | +23.9% | 4,478 | -4.3% | 0.22% | +3.8% |
| Q1 2020 | $226,000 | -41.3% | 4,678 | -11.9% | 0.21% | -44.8% |
| Q4 2019 | $385,000 | -16.3% | 5,312 | -22.0% | 0.39% | -8.3% |
| Q3 2019 | $460,000 | -6.1% | 6,806 | -4.4% | 0.42% | -12.8% |
| Q2 2019 | $490,000 | +0.8% | 7,116 | -1.9% | 0.48% | +12.9% |
| Q1 2019 | $486,000 | +34.6% | 7,255 | +15.9% | 0.43% | +39.0% |
| Q4 2018 | $361,000 | – | 6,260 | – | 0.31% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BELLEVUE ASSET MANAGEMENT, LLC | 50,779 | $4,272,000 | 3.09% |
| Kaydan Wealth Management, Inc. | 24,722 | $2,068,243 | 1.15% |
| DHJJ Financial Advisors, Ltd. | 16,331 | $1,366,000 | 0.76% |
| Total Clarity Wealth Management, Inc. | 16,438 | $1,375,000 | 0.71% |
| PACIFIC SUN FINANCIAL CORP | 11,829 | $990,000 | 0.65% |
| MONECO Advisors, LLC | 18,266 | $1,528,000 | 0.59% |
| LVZ, Inc. | 38,146 | $3,191,000 | 0.54% |
| S.C. Financial Services, Inc. | 3,853 | $322,000 | 0.50% |
| B. Riley Wealth Advisors, Inc. | 133,442 | $11,164,000 | 0.47% |
| Bedel Financial Consulting, Inc. | 18,043 | $1,509,000 | 0.44% |