FIRST TR SML CP CORE ALPHA F's ticker is FYX and the CUSIP is 33734Y109. A total of 126 filers reported holding FIRST TR SML CP CORE ALPHA F in Q1 2022. 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 | 202,149 | $15,495,000 | 12.09% |
| Spectrum Wealth Advisory Group, LLC | 68,066 | $5,217,000 | 5.82% |
| AVAII WEALTH MANAGEMENT, LLC | 55,973 | $4,290,000 | 4.59% |
| RETIREMENT GUYS FORMULA LLC | 47,684 | $3,655,000 | 3.75% |
| MTM Investment Management, LLC | 35,731 | $2,778,000 | 1.50% |
| Perennial Investment Advisors, LLC | 23,066 | $1,767,000 | 0.69% |
| Western Wealth Management, LLC | 152,482 | $11,697,000 | 0.67% |
| ARS Wealth Advisors Group, LLC | 61,019 | $4,677,000 | 0.64% |
| MONECO Advisors, LLC | 19,776 | $1,516,000 | 0.59% |
| Regal Investment Advisors LLC | 68,251 | $5,231,000 | 0.54% |