FIRST TR MID CAP CORE ALPHAD's ticker is FNX and the CUSIP is 33735B108. A total of 111 filers reported holding FIRST TR MID CAP CORE ALPHAD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2021 | $95,000 | -18.8% | 1,014 | -27.7% | 0.02% | -23.1% |
Q4 2020 | $117,000 | +25.8% | 1,403 | 0.0% | 0.03% | +8.3% |
Q3 2020 | $93,000 | +5.7% | 1,403 | 0.0% | 0.02% | -27.3% |
Q2 2020 | $88,000 | +29.4% | 1,403 | 0.0% | 0.03% | +10.0% |
Q1 2020 | $68,000 | -33.3% | 1,403 | 0.0% | 0.03% | -25.0% |
Q4 2019 | $102,000 | – | 1,403 | – | 0.04% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
BELLEVUE ASSET MANAGEMENT, LLC | 50,779 | $4,272,000 | 3.09% |
Kaydan Wealth Management, Inc. | 24,722 | $2,068,243 | 1.15% |
DHJJ Financial Advisors, Ltd. | 16,331 | $1,366,000 | 0.76% |
Total Clarity Wealth Management, Inc. | 16,438 | $1,375,000 | 0.71% |
PACIFIC SUN FINANCIAL CORP | 11,829 | $990,000 | 0.65% |
MONECO Advisors, LLC | 18,266 | $1,528,000 | 0.59% |
LVZ, Inc. | 38,146 | $3,191,000 | 0.54% |
S.C. Financial Services, Inc. | 3,853 | $322,000 | 0.50% |
B. Riley Wealth Advisors, Inc. | 133,442 | $11,164,000 | 0.47% |
Bedel Financial Consulting, Inc. | 18,043 | $1,509,000 | 0.44% |