Golden State Wealth Management, LLC - FIRST TR MID CAP CORE ALPHAD ownership

FIRST TR MID CAP CORE ALPHAD's ticker is FNX and the CUSIP is 33735B108. A total of 143 filers reported holding FIRST TR MID CAP CORE ALPHAD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Golden State Wealth Management, LLC ownership history of FIRST TR MID CAP CORE ALPHAD
ValueSharesWeighting
Q1 2022$3,233,000
-1.4%
32,954
+3.3%
0.63%
+12.2%
Q4 2021$3,279,000
+842.2%
31,890
+794.8%
0.56%
+643.4%
Q3 2021$348,000
+21.3%
3,564
+24.5%
0.08%
+20.6%
Q2 2021$287,000
-61.0%
2,863
-73.2%
0.06%
-73.0%
Q2 2019$735,000
+2.8%
10,690
+0.3%
0.23%
-2.5%
Q1 2019$715,00010,6610.24%
Other shareholders
FIRST TR MID CAP CORE ALPHAD shareholders Q2 2021
NameSharesValueWeighting ↓
Pinnacle Family Advisors, LLC 154,946$9,057,0005.60%
CONDOR CAPITAL MANAGEMENT 111,736$6,531,0001.40%
Sterling Investment Advisors, Ltd. 27,480$1,606,0001.16%
GIRARD SECURITIES, INC. 13,012$761,0000.65%
Clearwater Capital Advisors, LLC 33,196$1,903,0000.52%
Integrated Wealth Management 23,572$1,378,0000.46%
Snowden Capital Advisors LLC 34,666$2,026,2100.44%
WINTRUST INVESTMENTS LLC 25,781$1,507,0000.43%
Bison Wealth, LLC 7,054$412,0000.36%
Transamerica Financial Advisors, Inc. 48,450$2,832,0000.34%
View complete list of FIRST TR MID CAP CORE ALPHAD shareholders