FIRST TR SML CP CORE ALPHA F's ticker is FYX and the CUSIP is 33734Y109. A total of 104 filers reported holding FIRST TR SML CP CORE ALPHA F in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,687 | -7.6% | 154 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $12,645 | +2.4% | 154 | +0.7% | 0.00% | 0.0% |
| Q1 2023 | $12,348 | +3.0% | 153 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $11,986 | +9.0% | 153 | +0.7% | 0.00% | 0.0% |
| Q3 2022 | $11,000 | -8.3% | 152 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $12,000 | -14.3% | 152 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $14,000 | -6.7% | 152 | +0.7% | 0.00% | 0.0% |
| Q4 2021 | $15,000 | -75.8% | 151 | -77.7% | 0.00% | -78.6% |
| Q3 2021 | $62,000 | -1.6% | 676 | +0.1% | 0.01% | 0.0% |
| Q2 2021 | $63,000 | +31.2% | 675 | +28.6% | 0.01% | +16.7% |
| Q1 2021 | $48,000 | +20.0% | 525 | 0.0% | 0.01% | +9.1% |
| Q4 2020 | $40,000 | – | 525 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hapanowicz & Associates Financial Services, Inc | 219,806 | $17,716,335 | 12.22% |
| Spectrum Wealth Advisory Group, LLC | 67,990 | $5,479,982 | 7.39% |
| Wealth Alliance Advisory Group, LLC | 108,513 | $8,746,145 | 3.27% |
| Mainsail Financial Group, LLC | 29,011 | $2,318,215 | 2.25% |
| RETIREMENT GUYS FORMULA LLC | 30,009 | $2,418,743 | 1.73% |
| MTM Investment Management, LLC | 38,925 | $3,137,387 | 1.61% |
| Per Stirling Capital Management, LLC. | 43,728 | $3,524,480 | 0.76% |
| PCA Investment Advisory Services Inc. | 13,002 | $1,048,038 | 0.74% |
| Root Financial Partners, LLC | 12,726 | $1,025,747 | 0.73% |
| Western Wealth Management, LLC | 74,914 | $6,038,075 | 0.56% |