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 | $1,308,927 | -4.9% | 14,212 | -0.5% | 0.36% | -3.7% |
| Q2 2023 | $1,376,198 | -13.1% | 14,288 | -18.8% | 0.38% | -18.9% |
| Q1 2023 | $1,583,501 | -3.8% | 17,602 | -6.1% | 0.47% | -21.7% |
| Q4 2022 | $1,645,863 | -1.6% | 18,739 | -10.0% | 0.60% | -11.1% |
| Q3 2022 | $1,672,000 | +9.4% | 20,829 | +14.0% | 0.67% | +12.8% |
| Q2 2022 | $1,528,000 | +23.0% | 18,266 | +44.3% | 0.59% | +30.0% |
| Q1 2022 | $1,242,000 | +39.6% | 12,654 | +36.6% | 0.46% | +36.5% |
| Q4 2021 | $890,000 | – | 9,265 | – | 0.33% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fortress Wealth Group, LLC | 72,518 | $6,451,727 | 4.30% |
| BELLEVUE ASSET MANAGEMENT, LLC | 49,602 | $4,560,422 | 3.06% |
| Golden State Equity Partners | 81,059 | $7,465,534 | 2.08% |
| Dorsey Wright & Associates | 28,735 | $2,646,000 | 0.82% |
| DHJJ Financial Advisors, Ltd. | 16,695 | $1,537,610 | 0.78% |
| Per Stirling Capital Management, LLC. | 38,815 | $3,574,818 | 0.74% |
| American Institute for Advanced Investment Management, LLP | 7,559 | $736,806 | 0.68% |
| LVZ, Inc. | 45,002 | $4,144,661 | 0.67% |
| Coppell Advisory Solutions LLC | 20,389 | $1,790,777 | 0.62% |
| Kaydan Wealth Management, Inc. | 15,065 | $1,387,487 | 0.55% |