Realta Investment Advisors - 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 155 filers reported holding FIRST TR MID CAP CORE ALPHAD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Realta Investment Advisors ownership history of FIRST TR MID CAP CORE ALPHAD
ValueSharesWeighting
Q4 2019$85,000
+6.2%
1,1890.0%0.02%
+4.5%
Q3 2019$80,000
-1.2%
1,189
+0.3%
0.02%0.0%
Q2 2019$81,000
+12.5%
1,186
+9.7%
0.02%
-33.3%
Q1 2019$72,0001,0810.03%
Other shareholders
FIRST TR MID CAP CORE ALPHAD shareholders Q3 2023
NameSharesValueWeighting ↓
BELLEVUE ASSET MANAGEMENT, LLC 50,779$4,272,0003.09%
Kaydan Wealth Management, Inc. 24,722$2,068,2431.15%
DHJJ Financial Advisors, Ltd. 16,331$1,366,0000.76%
Total Clarity Wealth Management, Inc. 16,438$1,375,0000.71%
PACIFIC SUN FINANCIAL CORP 11,829$990,0000.65%
MONECO Advisors, LLC 18,266$1,528,0000.59%
LVZ, Inc. 38,146$3,191,0000.54%
S.C. Financial Services, Inc. 3,853$322,0000.50%
B. Riley Wealth Advisors, Inc. 133,442$11,164,0000.47%
Bedel Financial Consulting, Inc. 18,043$1,509,0000.44%
View complete list of FIRST TR MID CAP CORE ALPHAD shareholders