FIRST TR MID CAP CORE ALPHAD's ticker is FNX and the CUSIP is 33735B108. A total of 143 filers reported holding FIRST TR MID CAP CORE ALPHAD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $41,169 | -4.4% | 447 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $43,055 | +7.1% | 447 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $40,212 | +98.2% | 447 | +93.5% | 0.01% | +83.3% |
| Q4 2022 | $20,289 | +6.8% | 231 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $19,000 | 0.0% | 231 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $19,000 | -17.4% | 231 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $23,000 | -4.2% | 231 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $24,000 | +4.3% | 231 | 0.0% | 0.01% | -14.3% |
| Q3 2021 | $23,000 | 0.0% | 231 | 0.0% | 0.01% | +16.7% |
| Q2 2021 | $23,000 | +9.5% | 231 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $21,000 | +10.5% | 231 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $19,000 | +26.7% | 231 | 0.0% | 0.01% | +20.0% |
| Q3 2020 | $15,000 | – | 231 | – | 0.01% | – |
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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% |