FIRST TR LRGE CP CORE ALPHA's ticker is FEX and the CUSIP is 33734K109. A total of 181 filers reported holding FIRST TR LRGE CP CORE ALPHA 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 | $823,530 | -25.1% | 10,155 | -22.4% | 0.01% | -20.0% |
| Q2 2023 | $1,099,990 | +4.7% | 13,092 | +0.3% | 0.02% | -6.2% |
| Q1 2023 | $1,050,575 | +0.5% | 13,051 | -0.1% | 0.02% | -5.9% |
| Q4 2022 | $1,045,772 | +15.5% | 13,061 | +4.2% | 0.02% | +6.2% |
| Q3 2022 | $905,086 | -9.1% | 12,537 | -4.3% | 0.02% | -15.8% |
| Q2 2022 | $996,000 | -15.9% | 13,101 | -2.3% | 0.02% | -5.0% |
| Q1 2022 | $1,184,000 | – | 13,409 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Drake & Associates, LLC | 190,572 | $15,455,415 | 7.00% |
| SILVER OAK SECURITIES, INCORPORATED | 194,604 | $15,782,370 | 3.43% |
| Triumph Capital Management | 68,457 | $5,551,866 | 2.52% |
| USAdvisors Wealth Management, LLC | 67,064 | $5,438 | 2.43% |
| RDA Financial Network | 34,191 | $2,772,884 | 1.20% |
| IAMS WEALTH MANAGEMENT, LLC | 21,232 | $1,721,915 | 1.19% |
| Secure Asset Management, LLC | 44,831 | $3,635,805 | 1.09% |
| CENTAURUS FINANCIAL, INC. | 138,033 | $11,194 | 0.97% |
| Keystone Wealth Services, LLC | 28,441 | $2,306,565 | 0.88% |
| Coppell Advisory Solutions LLC | 30,082 | $2,408,701 | 0.83% |