FIRST TR MID CAP CORE ALPHAD's ticker is FNX and the CUSIP is 33735B108. A total of 155 filers reported holding FIRST TR MID CAP CORE ALPHAD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $305 | +4.8% | 3,397 | +2.5% | 0.00% | 0.0% |
| Q4 2022 | $291 | -99.9% | 3,315 | +0.4% | 0.00% | 0.0% |
| Q3 2022 | $265,000 | -6.4% | 3,302 | -2.7% | 0.00% | -50.0% |
| Q2 2022 | $283,000 | +30.4% | 3,392 | +53.0% | 0.00% | +100.0% |
| Q1 2022 | $217,000 | +21.2% | 2,217 | +26.8% | 0.00% | 0.0% |
| Q4 2021 | $179,000 | -3.2% | 1,748 | -7.8% | 0.00% | 0.0% |
| Q3 2021 | $185,000 | -7.5% | 1,896 | -5.3% | 0.00% | 0.0% |
| Q2 2021 | $200,000 | +7.0% | 2,002 | +0.2% | 0.00% | 0.0% |
| Q1 2021 | $187,000 | -13.8% | 1,999 | -23.8% | 0.00% | -50.0% |
| Q4 2020 | $217,000 | +228.8% | 2,622 | +160.1% | 0.00% | +100.0% |
| Q3 2020 | $66,000 | +450.0% | 1,008 | +422.3% | 0.00% | – |
| Q2 2020 | $12,000 | -95.3% | 193 | -96.3% | 0.00% | -100.0% |
| Q1 2020 | $253,000 | -21.4% | 5,247 | +18.0% | 0.00% | -25.0% |
| Q4 2019 | $322,000 | – | 4,448 | – | 0.00% | – |
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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% |