Arkadios Wealth Advisors - 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 127 filers reported holding FIRST TR SML CP CORE ALPHA F in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

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Quarter-by-quarter ownership
Arkadios Wealth Advisors ownership history of FIRST TR SML CP CORE ALPHA F
ValueSharesWeighting
Q3 2023$967,187
-4.0%
11,991
-2.1%
0.09%
-21.4%
Q2 2023$1,007,595
-24.5%
12,249
-26.0%
0.12%
-26.4%
Q1 2023$1,334,565
-37.9%
16,558
-39.5%
0.16%
-44.2%
Q4 2022$2,148,705
+31.3%
27,389
+21.7%
0.28%
+14.9%
Q3 2022$1,636,000
+26.2%
22,505
+33.1%
0.25%
+28.5%
Q2 2022$1,296,000
-9.9%
16,903
+7.6%
0.19%
+2.7%
Q1 2022$1,439,0000.0%15,714
+6.0%
0.19%
-1.6%
Q4 2021$1,439,000
+224.1%
14,825
+205.6%
0.19%
+198.4%
Q3 2021$444,000
-3.5%
4,851
-1.8%
0.06%
+14.3%
Q2 2021$460,000
+10.8%
4,942
+7.7%
0.06%
-17.6%
Q1 2021$415,000
+46.6%
4,590
+24.5%
0.07%
+15.3%
Q4 2020$283,000
-99.9%
3,686
+19.8%
0.06%
-39.2%
Q3 2020$193,331,000
+17.0%
3,076
+0.2%
0.10%
+5.4%
Q2 2020$165,186,000
+31.2%
3,069
+0.2%
0.09%
+15.0%
Q1 2020$125,951,000
-36.0%
3,0620.0%0.08%
-32.2%
Q4 2019$196,904,000–3,062–0.12%–
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Other shareholders
FIRST TR SML CP CORE ALPHA F shareholders Q4 2022
NameSharesValueWeighting ↓
Hapanowicz & Associates Financial Services, Inc 219,806$17,716,33512.22%
Spectrum Wealth Advisory Group, LLC 67,990$5,479,9827.39%
Wealth Alliance Advisory Group, LLC 108,513$8,746,1453.27%
Mainsail Financial Group, LLC 29,011$2,318,2152.25%
RETIREMENT GUYS FORMULA LLC 30,009$2,418,7431.73%
MTM Investment Management, LLC 38,925$3,137,3871.61%
Per Stirling Capital Management, LLC. 43,728$3,524,4800.76%
PCA Investment Advisory Services Inc. 13,002$1,048,0380.74%
Root Financial Partners, LLC 12,726$1,025,7470.73%
Western Wealth Management, LLC 74,914$6,038,0750.56%
View complete list of FIRST TR SML CP CORE ALPHA F shareholders