IAG Wealth Partners, LLC - FIRST TR LRGE CP CORE ALPHA ownership

Back to all holdings Add to watchlist

FIRST TR LRGE CP CORE ALPHA's ticker is FEX and the CUSIP is 33734K109. A total of 3 filers reported holding FIRST TR LRGE CP CORE ALPHA in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Links
Filings
External links
Quarter-by-quarter ownership
IAG Wealth Partners, LLC ownership history of FIRST TR LRGE CP CORE ALPHA
ValueSharesWeighting
Q3 2023$182,232
-4.7%
2,247
-1.3%
0.05%0.0%
Q2 2023$191,291
+4.4%
2,2770.0%0.05%0.0%
Q1 2023$183,299
-19.0%
2,277
-19.4%
0.05%
-23.9%
Q4 2022$226,278
+32.3%
2,826
+19.2%
0.07%
+17.5%
Q3 2022$171,000
-29.0%
2,371
-25.2%
0.06%
-27.8%
Q2 2022$241,000
-14.2%
3,169
-0.3%
0.08%
-10.2%
Q1 2022$281,000
-5.7%
3,178
-1.4%
0.09%
-8.3%
Q4 2021$298,000
+4.6%
3,223
-3.2%
0.10%
-5.0%
Q3 2021$285,000
-3.4%
3,331
-3.0%
0.10%
-4.7%
Q2 2021$295,000
+2.8%
3,433
-4.2%
0.11%
-2.8%
Q1 2021$287,000
-2.0%
3,583
-9.9%
0.11%
-9.2%
Q4 2020$293,000
+9.3%
3,978
-6.1%
0.12%
-3.2%
Q3 2020$268,000
-4.3%
4,238
-9.8%
0.12%
-8.8%
Q2 2020$280,000
-24.3%
4,697
-39.4%
0.14%
-44.9%
Q1 2020$370,000
-49.2%
7,756
-30.6%
0.25%
-48.1%
Q4 2019$729,000–11,173–0.48%–
 Download
Other shareholders
FIRST TR LRGE CP CORE ALPHA shareholders Q4 2023
NameSharesValueWeighting ↓
Accuvest Global Advisors 504,430$22,725,00013.87%
Astor Investment Management LLC 1,265,869$57,027,00010.27%
Shamrock Asset Management LLC 339,470$15,293,0008.87%
ACG Wealth 418,120$18,836,0004.20%
HAYS ADVISORY LLC 593,770$26,749,0004.16%
Summit Financial Wealth Advisors, LLC 186,385$8,397,0003.51%
FOUNDERS FINANCIAL SECURITIES LLC 168,889$7,608,0003.49%
WealthPLAN Partners, LLC 718,816$16,058,896,0002.06%
Horizon Investments, LLC 606,946$27,343,0002.05%
Clearwater Capital Advisors, LLC 97,710$4,384,0001.62%
View complete list of FIRST TR LRGE CP CORE ALPHA shareholders