FIRST TR MID CAP CORE ALPHAD's ticker is FNX and the CUSIP is 33735B108. A total of 159 filers reported holding FIRST TR MID CAP CORE ALPHAD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,673,015 | +29.0% | 18,165 | +34.9% | 0.08% | +33.3% |
| Q2 2023 | $1,296,955 | -2.4% | 13,465 | -8.9% | 0.06% | -23.2% |
| Q1 2023 | $1,329,335 | -0.5% | 14,777 | -2.8% | 0.08% | -13.7% |
| Q4 2022 | $1,335,526 | +3.8% | 15,206 | -5.2% | 0.10% | -10.4% |
| Q3 2022 | $1,287,000 | 0.0% | 16,032 | +4.2% | 0.11% | -0.9% |
| Q2 2022 | $1,287,000 | -9.5% | 15,383 | +6.2% | 0.11% | +5.9% |
| Q1 2022 | $1,422,000 | +9.6% | 14,491 | +14.8% | 0.10% | +4.1% |
| Q4 2021 | $1,298,000 | – | 12,624 | – | 0.10% | – |
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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% |