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 | ||||
|---|---|---|---|---|---|---|
| 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 | 50,096 | $4,960,000 | 3.04% |
| Golden State Equity Partners | 57,661 | $5,658,000 | 2.85% |
| Kaydan Wealth Management, Inc. | 34,903 | $3,424,682 | 1.51% |
| Transamerica Financial Advisors, Inc. | 268 | $27,000 | 0.96% |
| Holloway Wealth Management, LLC | 33,460 | $3,283,000 | 0.94% |
| Total Clarity Wealth Management, Inc. | 16,171 | $1,587,000 | 0.87% |
| DHJJ Financial Advisors, Ltd. | 16,385 | $1,616,000 | 0.78% |
| PACIFIC SUN FINANCIAL CORP | 11,979 | $1,175,000 | 0.64% |
| Golden State Wealth Management, LLC | 32,954 | $3,233,000 | 0.63% |
| Keystone Wealth Services, LLC | 14,287 | $1,402,000 | 0.56% |