FIRST TR LRGE CP CORE ALPHA's ticker is FEX and the CUSIP is 33734K109. A total of 176 filers reported holding FIRST TR LRGE CP CORE ALPHA in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $241,840 | -3.3% | 2,982 | +0.1% | 0.08% | -4.7% |
| Q2 2023 | $250,182 | +4.4% | 2,978 | 0.0% | 0.09% | +4.9% |
| Q1 2023 | $239,672 | +0.5% | 2,978 | 0.0% | 0.08% | -9.9% |
| Q4 2022 | $238,449 | +8.9% | 2,978 | +0.0% | 0.09% | -9.9% |
| Q3 2022 | $219,000 | -20.9% | 2,977 | -5.8% | 0.10% | -23.5% |
| Q1 2022 | $277,000 | -4.8% | 3,161 | 0.0% | 0.13% | +10.9% |
| Q4 2021 | $291,000 | – | 3,161 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Drake & Associates, LLC | 167,132 | $12,714,000 | 7.19% |
| SILVER OAK SECURITIES, Inc | 244,340 | $19,378,000 | 4.34% |
| USAdvisors Wealth Management, LLC | 75,863 | $5,771,000 | 2.89% |
| GREAT VALLEY ADVISOR GROUP, INC. | 424,479 | $32,290,000 | 1.78% |
| RDA Financial Network | 32,443 | $2,468,000 | 1.24% |
| Keystone Wealth Services, LLC | 33,621 | $2,558,000 | 1.14% |
| HFG Advisors, Inc. | 8,617 | $655,000 | 0.88% |
| HBK Sorce Advisory LLC | 136,592 | $10,391,000 | 0.77% |
| Kaydan Wealth Management, Inc. | 17,920 | $1,363,174 | 0.76% |
| WEALTHSOURCE PARTNERS, LLC | 133,934 | $10,188,000 | 0.74% |