FIRST TR MID CAP CORE ALPHAD's ticker is FNX and the CUSIP is 33735B108. A total of 91 filers reported holding FIRST TR MID CAP CORE ALPHAD in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $63,661 | +23.4% | 713 | +33.0% | 0.00% | 0.0% |
| Q2 2023 | $51,595 | -11.3% | 536 | -19.2% | 0.00% | 0.0% |
| Q1 2023 | $58,155 | -87.9% | 663 | -87.9% | 0.00% | -90.9% |
| Q4 2022 | $480,359 | -1.6% | 5,469 | 0.0% | 0.03% | -10.8% |
| Q3 2022 | $488,000 | +617.6% | 5,469 | +575.2% | 0.04% | +640.0% |
| Q2 2022 | $68,000 | -2.9% | 810 | +2.5% | 0.01% | -16.7% |
| Q1 2022 | $70,000 | -88.7% | 790 | -87.5% | 0.01% | -90.2% |
| Q3 2021 | $618,000 | -25.8% | 6,330 | -23.9% | 0.06% | -28.2% |
| Q2 2021 | $833,000 | +31.4% | 8,322 | +23.2% | 0.08% | +14.9% |
| Q1 2021 | $634,000 | +4428.6% | 6,757 | +3117.6% | 0.07% | +2366.7% |
| Q1 2019 | $14,000 | +16.7% | 210 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $12,000 | -20.0% | 210 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $15,000 | +7.1% | 210 | 0.0% | 0.00% | -25.0% |
| Q2 2018 | $14,000 | -98.8% | 210 | -98.8% | 0.00% | -98.8% |
| Q1 2018 | $1,180,000 | +8328.6% | 18,038 | +8489.5% | 0.32% | +8025.0% |
| Q4 2017 | $14,000 | +7.7% | 210 | 0.0% | 0.00% | -20.0% |
| Q3 2017 | $13,000 | +8.3% | 210 | 0.0% | 0.01% | -16.7% |
| Q2 2017 | $12,000 | 0.0% | 210 | 0.0% | 0.01% | -14.3% |
| Q1 2017 | $12,000 | -14.3% | 210 | -13.9% | 0.01% | -22.2% |
| Q4 2016 | $14,000 | – | 244 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BELLEVUE ASSET MANAGEMENT, LLC | 60,807 | $6,087,000 | 3.72% |
| Arrow Investment Advisors, LLC | 58,727 | $5,879,000 | 3.64% |
| Golden State Equity Partners | 92,879 | $9,297,000 | 3.59% |
| Holloway Wealth Management, LLC | 68,061 | $6,813,000 | 2.08% |
| Total Clarity Wealth Management, Inc. | 32,338 | $3,237,000 | 1.81% |
| Pinnacle Family Advisors, LLC | 31,517 | $3,155,000 | 1.38% |
| Harvest Investment Services, LLC | 23,249 | $2,327,000 | 0.98% |
| LexAurum Advisors, LLC | 32,270 | $3,230,000 | 0.96% |
| DHJJ Financial Advisors, Ltd. | 16,989 | $1,701,000 | 0.90% |
| Bedel Financial Consulting, Inc. | 18,043 | $1,806,000 | 0.63% |