FIRST TR SML CP CORE ALPHA F's ticker is FYX and the CUSIP is 33734Y109. A total of 135 filers reported holding FIRST TR SML CP CORE ALPHA F in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $333,065 | -14.8% | 4,049 | -16.5% | 0.02% | -33.3% |
| Q1 2023 | $390,829 | -13.3% | 4,849 | -15.7% | 0.02% | -25.0% |
| Q4 2022 | $451,009 | +7.9% | 5,749 | 0.0% | 0.03% | -5.9% |
| Q3 2022 | $418,000 | -14.5% | 5,749 | -9.8% | 0.03% | -17.1% |
| Q2 2022 | $489,000 | -24.1% | 6,375 | -9.3% | 0.04% | -10.9% |
| Q1 2022 | $644,000 | -23.1% | 7,028 | -18.5% | 0.05% | -27.0% |
| Q4 2021 | $837,000 | – | 8,628 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hapanowicz & Associates Financial Services, Inc | 202,149 | $15,495,000 | 12.09% |
| Spectrum Wealth Advisory Group, LLC | 68,066 | $5,217,000 | 5.82% |
| AVAII WEALTH MANAGEMENT, LLC | 55,973 | $4,290,000 | 4.59% |
| RETIREMENT GUYS FORMULA LLC | 47,684 | $3,655,000 | 3.75% |
| MTM Investment Management, LLC | 35,731 | $2,778,000 | 1.50% |
| Perennial Investment Advisors, LLC | 23,066 | $1,767,000 | 0.69% |
| Western Wealth Management, LLC | 152,482 | $11,697,000 | 0.67% |
| ARS Wealth Advisors Group, LLC | 61,019 | $4,677,000 | 0.64% |
| MONECO Advisors, LLC | 19,776 | $1,516,000 | 0.59% |
| Regal Investment Advisors LLC | 68,251 | $5,231,000 | 0.54% |