Element Wealth, LLC - FIRST TR MID CAP CORE ALPHAD ownership

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FIRST TR MID CAP CORE ALPHAD's ticker is FNX and the CUSIP is 33735B108. A total of 146 filers reported holding FIRST TR MID CAP CORE ALPHAD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

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Quarter-by-quarter ownership
Element Wealth, LLC ownership history of FIRST TR MID CAP CORE ALPHAD
ValueSharesWeighting
Q3 2023$356,243
-7.8%
3,868
-3.6%
0.26%
-4.5%
Q2 2023$386,436
+6.3%
4,012
-0.7%
0.27%
-0.7%
Q1 2023$363,618
+0.4%
4,042
-2.0%
0.27%
-8.4%
Q4 2022$362,211
+7.5%
4,124
-1.8%
0.30%
-4.8%
Q3 2022$337,000
-4.3%
4,201
-0.3%
0.31%
-11.1%
Q2 2022$352,000
-19.1%
4,212
-4.9%
0.35%0.0%
Q1 2022$435,000
-6.2%
4,431
-1.8%
0.35%0.0%
Q4 2021$464,000
+5.0%
4,513
-0.2%
0.35%
-0.6%
Q3 2021$442,000
-2.4%
4,522
-0.1%
0.35%
-0.6%
Q2 2021$453,000
+6.6%
4,5260.0%0.35%
+0.3%
Q1 2021$425,000
+12.7%
4,526
-0.4%
0.35%
+1.1%
Q4 2020$377,000
+21.2%
4,543
-3.6%
0.35%
+5.1%
Q3 2020$311,000
+3.3%
4,713
-2.1%
0.33%
-3.8%
Q2 2020$301,000
+28.6%
4,816
-0.6%
0.34%
+6.8%
Q1 2020$234,000
-35.5%
4,847
-3.1%
0.32%
-13.2%
Q4 2019$363,000–5,004–0.37%–
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Other shareholders
FIRST TR MID CAP CORE ALPHAD shareholders Q3 2022
NameSharesValueWeighting ↓
Fortress Wealth Group, LLC 72,518$6,451,7274.30%
BELLEVUE ASSET MANAGEMENT, LLC 49,602$4,560,4223.06%
Golden State Equity Partners 81,059$7,465,5342.08%
Dorsey Wright & Associates 28,735$2,646,0000.82%
DHJJ Financial Advisors, Ltd. 16,695$1,537,6100.78%
Per Stirling Capital Management, LLC. 38,815$3,574,8180.74%
American Institute for Advanced Investment Management, LLP 7,559$736,8060.68%
LVZ, Inc. 45,002$4,144,6610.67%
Coppell Advisory Solutions LLC 20,389$1,790,7770.62%
Kaydan Wealth Management, Inc. 15,065$1,387,4870.55%
View complete list of FIRST TR MID CAP CORE ALPHAD shareholders