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 Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $447,005 | -1.9% | 5,542 | +0.0% | 0.23% | -4.2% |
| Q2 2023 | $455,707 | +2.1% | 5,540 | +0.0% | 0.24% | -2.1% |
| Q1 2023 | $446,388 | +6.7% | 5,538 | +3.8% | 0.24% | +0.8% |
| Q4 2022 | $418,438 | +53.8% | 5,334 | +42.6% | 0.24% | +50.9% |
| Q3 2022 | $272,000 | -5.2% | 3,740 | -0.2% | 0.16% | -0.6% |
| Q2 2022 | $287,000 | -17.1% | 3,748 | 0.0% | 0.16% | -3.6% |
| Q1 2022 | $346,000 | -2.0% | 3,748 | +3.1% | 0.17% | 0.0% |
| Q4 2021 | $353,000 | +6.0% | 3,635 | -0.2% | 0.17% | -3.5% |
| Q3 2021 | $333,000 | -1.5% | 3,642 | +0.4% | 0.17% | -3.4% |
| Q2 2021 | $338,000 | +2.1% | 3,627 | -0.6% | 0.18% | -7.3% |
| Q1 2021 | $331,000 | +17.8% | 3,649 | -0.0% | 0.19% | +8.5% |
| Q4 2020 | $281,000 | – | 3,650 | – | 0.18% | – |
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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% |