FIRST TR MID CAP CORE ALPHAD's ticker is FNX and the CUSIP is 33735B108. A total of 137 filers reported holding FIRST TR MID CAP CORE ALPHAD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,465,534 | +1466.4% | 81,059 | +1538.2% | 2.08% | +1453.0% |
| Q2 2023 | $476,590 | -86.2% | 4,948 | -87.1% | 0.13% | -92.8% |
| Q1 2023 | $3,443,406 | -39.1% | 38,277 | -33.6% | 1.86% | -34.6% |
| Q1 2022 | $5,658,000 | +72.8% | 57,661 | +81.1% | 2.85% | +72.2% |
| Q4 2021 | $3,275,000 | -65.3% | 31,845 | -67.0% | 1.65% | -56.9% |
| Q3 2021 | $9,426,000 | +1.4% | 96,497 | +3.9% | 3.84% | +7.1% |
| Q2 2021 | $9,297,000 | – | 92,879 | – | 3.59% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BELLEVUE ASSET MANAGEMENT, LLC | 60,807 | $6,087,000 | 3.72% |
| Arrow Investment Advisors, LLC | 58,727 | $5,879,000 | 3.64% |
| Golden State Equity Partners | 92,879 | $9,297,000 | 3.59% |
| Holloway Wealth Management, LLC | 68,061 | $6,813,000 | 2.08% |
| Total Clarity Wealth Management, Inc. | 32,338 | $3,237,000 | 1.81% |
| Pinnacle Family Advisors, LLC | 31,517 | $3,155,000 | 1.38% |
| Harvest Investment Services, LLC | 23,249 | $2,327,000 | 0.98% |
| LexAurum Advisors, LLC | 32,270 | $3,230,000 | 0.96% |
| DHJJ Financial Advisors, Ltd. | 16,989 | $1,701,000 | 0.90% |
| Bedel Financial Consulting, Inc. | 18,043 | $1,806,000 | 0.63% |