Lloyd Advisory Services, 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 149 filers reported holding FIRST TR MID CAP CORE ALPHAD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Lloyd Advisory Services, LLC. ownership history of FIRST TR MID CAP CORE ALPHAD
ValueSharesWeighting
Q1 2022$7,0000.0%68
+3.0%
0.00%0.0%
Q4 2021$7,0000.0%66
-4.3%
0.00%
-25.0%
Q3 2021$7,0000.0%690.0%0.00%0.0%
Q2 2021$7,000
+40.0%
69
+38.0%
0.00%
+33.3%
Q1 2021$5,000500.00%
Other shareholders
FIRST TR MID CAP CORE ALPHAD shareholders Q1 2022
NameSharesValueWeighting ↓
BELLEVUE ASSET MANAGEMENT, LLC 50,055$4,352,2393.37%
IAMS WEALTH MANAGEMENT, LLC 10,276$902,5410.92%
DHJJ Financial Advisors, Ltd. 17,602$1,545,1140.89%
PACIFIC SUN FINANCIAL CORP 11,409$1,002,0520.71%
Per Stirling Capital Management, LLC. 43,386$3,810,6340.69%
Kaydan Wealth Management, Inc. 19,573$1,719,0970.69%
Secure Asset Management, LLC 20,400$1,791,7320.64%
Coppell Advisory Solutions Corp. 20,389$1,790,7770.61%
Coppell Advisory Solutions LLC 20,389$1,790,7770.61%
MONECO Advisors, LLC 18,739$1,645,8630.60%
View complete list of FIRST TR MID CAP CORE ALPHAD shareholders