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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,649,000 | +15.4% | 16,994 | +10.4% | 0.06% | +14.5% |
| Q3 2021 | $1,429,000 | +14.6% | 15,387 | +14.7% | 0.06% | +12.2% |
| Q2 2021 | $1,247,000 | +18.5% | 13,412 | +17.2% | 0.05% | +69.0% |
| Q1 2021 | $1,052,000 | +1402.9% | 11,439 | +1381.7% | 0.03% | +866.7% |
| Q4 2020 | $70,000 | +34.6% | 772 | -17.3% | 0.00% | 0.0% |
| Q3 2020 | $52,000 | 0.0% | 934 | -7.8% | 0.00% | 0.0% |
| Q2 2020 | $52,000 | +13.0% | 1,013 | -10.9% | 0.00% | 0.0% |
| Q1 2020 | $46,000 | -37.0% | 1,137 | 0.0% | 0.00% | -25.0% |
| Q4 2019 | $73,000 | -1.4% | 1,137 | -8.0% | 0.00% | 0.0% |
| Q3 2019 | $74,000 | 0.0% | 1,236 | +2.5% | 0.00% | -20.0% |
| Q2 2019 | $74,000 | +105.6% | 1,206 | +102.3% | 0.01% | +150.0% |
| Q1 2019 | $36,000 | +33.3% | 596 | +17.1% | 0.00% | 0.0% |
| Q4 2018 | $27,000 | +17.4% | 509 | +50.1% | 0.00% | 0.0% |
| Q3 2018 | $23,000 | – | 339 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hapanowicz & Associates Financial Services, Inc | 219,806 | $17,716,335 | 12.22% |
| Spectrum Wealth Advisory Group, LLC | 67,990 | $5,479,982 | 7.39% |
| Wealth Alliance Advisory Group, LLC | 108,513 | $8,746,145 | 3.27% |
| Mainsail Financial Group, LLC | 29,011 | $2,318,215 | 2.25% |
| RETIREMENT GUYS FORMULA LLC | 30,009 | $2,418,743 | 1.73% |
| MTM Investment Management, LLC | 38,925 | $3,137,387 | 1.61% |
| Per Stirling Capital Management, LLC. | 43,728 | $3,524,480 | 0.76% |
| PCA Investment Advisory Services Inc. | 13,002 | $1,048,038 | 0.74% |
| Root Financial Partners, LLC | 12,726 | $1,025,747 | 0.73% |
| Western Wealth Management, LLC | 74,914 | $6,038,075 | 0.56% |