Western Wealth Management, LLC - FIRST TR SML CP CORE ALPHA F ownership

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FIRST TR SML CP CORE ALPHA F's ticker is FYX and the CUSIP is 33734Y109. A total of 143 filers reported holding FIRST TR SML CP CORE ALPHA F in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

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Quarter-by-quarter ownership
Western Wealth Management, LLC ownership history of FIRST TR SML CP CORE ALPHA F
ValueSharesWeighting
Q2 2024$5,190,794
-5.8%
57,382
-2.9%
0.38%
-10.0%
Q1 2024$5,508,468
-5.9%
59,078
-7.6%
0.43%
+1.4%
Q4 2023$5,856,639
+11.6%
63,965
-1.7%
0.42%
-4.7%
Q3 2023$5,248,288
-7.3%
65,068
-5.5%
0.44%
-8.3%
Q2 2023$5,664,613
-6.2%
68,863
-8.1%
0.48%
-14.1%
Q1 2023$6,038,075
-1.6%
74,914
-4.3%
0.56%
-10.4%
Q4 2022$6,138,433
-45.2%
78,246
-49.0%
0.63%
-2.2%
Q3 2022$11,198,000
-4.3%
153,440
+0.6%
0.64%
-4.5%
Q2 2022$11,697,000
-17.9%
152,482
-2.0%
0.67%
-2.9%
Q1 2022$14,248,000
+75.4%
155,610
+85.9%
0.69%
-13.8%
Q4 2021$8,123,000
-9.4%
83,727
-12.9%
0.80%
-13.0%
Q2 2021$8,967,000
+1.5%
96,155
-1.4%
0.92%
-22.3%
Q1 2021$8,832,000
+218.2%
97,479
+170.2%
1.19%
+191.6%
Q4 2020$2,776,000
+245.7%
36,070
+160.2%
0.41%
+210.7%
Q3 2020$803,000
+299.5%
13,865
+348.3%
0.13%
+336.7%
Q4 2019$201,000–3,093–0.03%–
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Other shareholders
FIRST TR SML CP CORE ALPHA F shareholders Q4 2023
NameSharesValueWeighting ↓
Hapanowicz & Associates Financial Services, Inc 240,291$21,736,61812.41%
Main Line Retirement Advisors, LLC 111,516$10,085,7337.72%
Genesee Capital Advisors, LLC 59,957$5,423,6802.66%
Wealth Alliance Advisory Group, LLC 123,010$11,127,5032.51%
Mainsail Financial Group, LLC 39,150$3,541,5372.08%
MTM Investment Management, LLC 32,164$2,909,5751.19%
Sweet Financial Partners, LLC 39,050$3,532,4630.81%
Lakeridge Wealth Management LLC 10,624$961,0240.58%
SILVER OAK SECURITIES, Inc 30,707$2,777,7930.42%
Per Stirling Capital Management, LLC. 26,494$2,396,6080.39%
View complete list of FIRST TR SML CP CORE ALPHA F shareholders