Live Oak Investment Partners - FIRST TR MID CAP CORE ALPHAD ownership

FIRST TR MID CAP CORE ALPHAD's ticker is FNX and the CUSIP is 33735B108. A total of 3 filers reported holding FIRST TR MID CAP CORE ALPHAD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Live Oak Investment Partners ownership history of FIRST TR MID CAP CORE ALPHAD
ValueSharesWeighting
Q3 2023$56,642
-61.8%
615
-60.1%
0.05%
-60.5%
Q2 2023$148,347
+25.4%
1,540
+17.1%
0.12%
+19.2%
Q1 2023$118,294
+2.4%
1,3150.0%0.10%
-1.9%
Q4 2022$115,4941,3150.11%
Other shareholders
FIRST TR MID CAP CORE ALPHAD shareholders Q4 2023
NameSharesValueWeighting ↓
Fortress Wealth Group, LLC 72,518$6,451,7274.30%
BELLEVUE ASSET MANAGEMENT, LLC 49,602$4,560,4223.06%
Golden State Equity Partners 81,059$7,465,5342.08%
Dorsey Wright & Associates 28,735$2,646,0000.82%
DHJJ Financial Advisors, Ltd. 16,695$1,537,6100.78%
Per Stirling Capital Management, LLC. 38,815$3,574,8180.74%
American Institute for Advanced Investment Management, LLP 7,559$736,8060.68%
LVZ, Inc. 45,002$4,144,6610.67%
Coppell Advisory Solutions LLC 20,389$1,790,7770.62%
Kaydan Wealth Management, Inc. 15,065$1,387,4870.55%
View complete list of FIRST TR MID CAP CORE ALPHAD shareholders