FIRST TR MID CAP CORE ALPHAD's ticker is FNX and the CUSIP is 33735B108. A total of 143 filers reported holding FIRST TR MID CAP CORE ALPHAD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| CONDOR CAPITAL MANAGEMENT | 127,763 | $8,790,000 | 1.36% |
| Camelot Portfolios, LLC | 42,517 | $2,925,000 | 1.21% |
| Sterling Investment Advisors, Ltd. | 30,607 | $2,106,000 | 1.08% |
| Bedel Financial Consulting, Inc. | 23,267 | $1,601,000 | 0.97% |
| PACIFIC SUN FINANCIAL CORP | 14,439 | $993,000 | 0.95% |
| Gladstone Institutional Advisory LLC | 37,462 | $2,577,000 | 0.78% |
| Cypress Wealth Services, LLC | 29,038 | $1,998,000 | 0.58% |
| Titus Wealth Management | 7,116 | $490,000 | 0.48% |
| LVZ, Inc. | 27,706 | $1,906,000 | 0.43% |
| Cedar Brook Financial Partners, LLC | 12,325 | $848,000 | 0.39% |