FIRST TR MID CAP CORE ALPHAD's ticker is FNX and the CUSIP is 33735B108. A total of 155 filers reported holding FIRST TR MID CAP CORE ALPHAD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $899,265 | -4.6% | 9,764 | -0.3% | 0.34% | -2.8% |
| Q2 2023 | $942,861 | +5.9% | 9,789 | -1.1% | 0.35% | -3.3% |
| Q1 2023 | $890,119 | -2.1% | 9,895 | -4.4% | 0.36% | -8.3% |
| Q4 2022 | $908,977 | +9.4% | 10,349 | 0.0% | 0.40% | +1.3% |
| Q3 2022 | $831,000 | -4.3% | 10,349 | -0.2% | 0.39% | +1.0% |
| Q2 2022 | $868,000 | -38.1% | 10,373 | -27.4% | 0.39% | -30.2% |
| Q1 2022 | $1,402,000 | -6.5% | 14,287 | -2.0% | 0.56% | -8.7% |
| Q4 2021 | $1,500,000 | – | 14,586 | – | 0.61% | – |
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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% |