FIRST TR SML CP CORE ALPHA F's ticker is FYX and the CUSIP is 33734Y109. A total of 135 filers reported holding FIRST TR SML CP CORE ALPHA F in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $595,905 | -2.7% | 7,388 | -0.7% | 0.23% | -1.3% |
| Q2 2023 | $612,251 | -0.3% | 7,443 | -2.3% | 0.23% | -8.8% |
| Q1 2023 | $614,253 | -1.3% | 7,621 | -4.0% | 0.25% | -7.7% |
| Q4 2022 | $622,579 | +9.6% | 7,936 | +1.6% | 0.27% | +1.5% |
| Q3 2022 | $568,000 | -7.5% | 7,811 | -2.6% | 0.27% | -2.5% |
| Q2 2022 | $614,000 | -28.4% | 8,016 | -14.4% | 0.28% | -19.1% |
| Q1 2022 | $857,000 | -12.1% | 9,362 | -6.8% | 0.34% | -14.1% |
| Q4 2021 | $975,000 | – | 10,045 | – | 0.40% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peak Capital Management LLC | 118,732 | $7,694,000 | 6.25% |
| Hapanowicz & Associates Financial Services, Inc | 117,771 | $7,640,000 | 4.61% |
| Gladstone Institutional Advisory LLC | 46,499 | $3,019,000 | 0.74% |
| Regal Investment Advisors LLC | 53,165 | $3,452,000 | 0.62% |
| Teamwork Financial Advisors, LLC | 13,937 | $905,000 | 0.54% |
| Cypress Wealth Services, LLC | 32,761 | $2,127,000 | 0.54% |
| Camelot Portfolios, LLC | 14,160 | $919,000 | 0.39% |
| Element Wealth, LLC | 5,720 | $371,000 | 0.38% |
| IFG Advisory, LLC | 30,872 | $2,004,000 | 0.37% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 16,193 | $1,051,000 | 0.36% |