FIRST TR MID CAP CORE ALPHAD's ticker is FNX and the CUSIP is 33735B108. A total of 162 filers reported holding FIRST TR MID CAP CORE ALPHAD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $628,451 | -17.5% | 6,824 | -13.7% | 0.01% | -10.0% |
| Q2 2023 | $761,657 | -50.8% | 7,908 | -54.0% | 0.01% | -56.5% |
| Q1 2023 | $1,546,651 | -42.9% | 17,193 | -44.3% | 0.02% | -46.5% |
| Q4 2022 | $2,709,244 | +0.9% | 30,846 | -7.8% | 0.04% | -6.5% |
| Q3 2022 | $2,686,173 | +43.0% | 33,459 | +49.0% | 0.05% | +31.4% |
| Q2 2022 | $1,879,000 | -18.7% | 22,462 | -4.5% | 0.04% | -7.9% |
| Q1 2022 | $2,310,000 | – | 23,532 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fortress Wealth Group, LLC | 72,518 | $6,451,727 | 4.30% |
| BELLEVUE ASSET MANAGEMENT, LLC | 49,602 | $4,560,422 | 3.06% |
| Golden State Equity Partners | 81,059 | $7,465,534 | 2.08% |
| Dorsey Wright & Associates | 28,735 | $2,646,000 | 0.82% |
| DHJJ Financial Advisors, Ltd. | 16,695 | $1,537,610 | 0.78% |
| Per Stirling Capital Management, LLC. | 38,815 | $3,574,818 | 0.74% |
| American Institute for Advanced Investment Management, LLP | 7,559 | $736,806 | 0.68% |
| LVZ, Inc. | 45,002 | $4,144,661 | 0.67% |
| Coppell Advisory Solutions LLC | 20,389 | $1,790,777 | 0.62% |
| Kaydan Wealth Management, Inc. | 15,065 | $1,387,487 | 0.55% |