FIRST TR MID CAP CORE ALPHAD's ticker is FNX and the CUSIP is 33735B108. A total of 126 filers reported holding FIRST TR MID CAP CORE ALPHAD in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $412,000 | +24.8% | 4,002 | +18.3% | 0.22% | +17.6% |
| Q3 2021 | $330,000 | +27.4% | 3,383 | +30.9% | 0.19% | +28.8% |
| Q2 2021 | $259,000 | +6.6% | 2,585 | 0.0% | 0.15% | -4.6% |
| Q1 2021 | $243,000 | +9.5% | 2,585 | -3.2% | 0.15% | +10.1% |
| Q4 2020 | $222,000 | +26.1% | 2,671 | 0.0% | 0.14% | +8.6% |
| Q3 2020 | $176,000 | +6.0% | 2,671 | 0.0% | 0.13% | +12.3% |
| Q2 2020 | $166,000 | -57.0% | 2,671 | -58.4% | 0.11% | -30.1% |
| Q1 2020 | $386,000 | +66.4% | 6,428 | +100.0% | 0.16% | -17.3% |
| Q4 2019 | $232,000 | – | 3,214 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fortress Wealth Group, LLC | 72,518 | $6,451,727 | 4.30% |
| BELLEVUE ASSET MANAGEMENT, LLC | 49,602 | $4,560,422 | 3.06% |
| Golden State Equity Partners | 81,059 | $7,465,534 | 2.08% |
| Dorsey Wright & Associates | 28,735 | $2,646,000 | 0.82% |
| DHJJ Financial Advisors, Ltd. | 16,695 | $1,537,610 | 0.78% |
| Per Stirling Capital Management, LLC. | 38,815 | $3,574,818 | 0.74% |
| American Institute for Advanced Investment Management, LLP | 7,559 | $736,806 | 0.68% |
| LVZ, Inc. | 45,002 | $4,144,661 | 0.67% |
| Coppell Advisory Solutions LLC | 20,389 | $1,790,777 | 0.62% |
| Kaydan Wealth Management, Inc. | 15,065 | $1,387,487 | 0.55% |