FIRST TR MID CAP CORE ALPHAD's ticker is FNX and the CUSIP is 33735B108. A total of 111 filers reported holding FIRST TR MID CAP CORE ALPHAD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $10,000 | -9.1% | 127 | 0.0% | 0.01% | -18.8% |
| Q2 2022 | $11,000 | -8.3% | 127 | +0.8% | 0.02% | +33.3% |
| Q1 2022 | $12,000 | -7.7% | 126 | 0.0% | 0.01% | -25.0% |
| Q4 2021 | $13,000 | +8.3% | 126 | 0.0% | 0.02% | -5.9% |
| Q3 2021 | $12,000 | -7.7% | 126 | 0.0% | 0.02% | -5.6% |
| Q2 2021 | $13,000 | +8.3% | 126 | +0.8% | 0.02% | -14.3% |
| Q1 2021 | $12,000 | +20.0% | 125 | 0.0% | 0.02% | -25.0% |
| Q4 2020 | $10,000 | – | 125 | – | 0.03% | – |
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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% |