FIRST TR SML CP CORE ALPHA F's ticker is FYX and the CUSIP is 33734Y109. A total of 82 filers reported holding FIRST TR SML CP CORE ALPHA F in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $512,000 | +6.2% | 8,845 | -0.3% | 0.20% | -6.5% |
| Q2 2020 | $482,000 | +38.1% | 8,871 | +4.4% | 0.22% | +10.8% |
| Q1 2020 | $349,000 | -36.7% | 8,496 | +0.1% | 0.19% | -17.1% |
| Q4 2019 | $551,000 | -30.2% | 8,485 | -35.4% | 0.23% | -32.8% |
| Q3 2019 | $789,000 | -15.3% | 13,139 | -13.3% | 0.35% | -19.1% |
| Q2 2019 | $932,000 | -4.9% | 15,163 | -4.5% | 0.43% | -9.9% |
| Q1 2019 | $980,000 | +53.8% | 15,881 | +35.0% | 0.48% | +23.3% |
| Q4 2018 | $637,000 | – | 11,764 | – | 0.39% | – |
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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% |