FIRST TR MID CAP CORE ALPHAD's ticker is FNX and the CUSIP is 33735B108. A total of 159 filers reported holding FIRST TR MID CAP CORE ALPHAD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $4,498 | -10.6% | 50 | -12.3% | 0.00% | -50.0% |
Q4 2022 | $5,033 | +34.2% | 57 | +35.7% | 0.00% | +100.0% |
Q3 2022 | $3,749 | +4.2% | 42 | -2.3% | 0.00% | 0.0% |
Q2 2022 | $3,597 | -30.8% | 43 | -18.9% | 0.00% | -50.0% |
Q1 2022 | $5,200 | +261.4% | 53 | +278.6% | 0.00% | – |
Q4 2021 | $1,439 | +27.2% | 14 | +27.3% | 0.00% | – |
Q3 2021 | $1,131 | +2.7% | 11 | 0.0% | 0.00% | – |
Q2 2021 | $1,101 | +6.7% | 11 | 0.0% | 0.00% | -100.0% |
Q1 2021 | $1,032 | – | 11 | – | 0.00% | – |
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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% |