FIRST TR LRGE CP CORE ALPHA's ticker is FEX and the CUSIP is 33734K109. A total of 177 filers reported holding FIRST TR LRGE CP CORE ALPHA in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,304,676 | +4.4% | 15,530 | 0.0% | 0.60% | -10.9% |
| Q1 2023 | $1,250,165 | +0.5% | 15,530 | 0.0% | 0.68% | -14.1% |
| Q4 2022 | $1,243,487 | +9.5% | 15,530 | -1.3% | 0.79% | +11.1% |
| Q3 2022 | $1,136,000 | -5.0% | 15,730 | 0.0% | 0.71% | +0.6% |
| Q2 2022 | $1,196,000 | -13.8% | 15,730 | 0.0% | 0.70% | +17.7% |
| Q1 2022 | $1,388,000 | -4.4% | 15,730 | 0.0% | 0.60% | +8.9% |
| Q4 2021 | $1,452,000 | – | 15,730 | – | 0.55% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WIN ADVISORS, INC | 309,297 | $27,302,000 | 7.17% |
| SILVER OAK SECURITIES, INCORPORATED | 223,036 | $19,517,000 | 3.97% |
| USAdvisors Wealth Management, LLC | 83,928 | $7,408,000 | 3.16% |
| Keystone Wealth Services, LLC | 39,621 | $3,497,000 | 1.39% |
| RDA Financial Network | 31,738 | $2,802,000 | 1.18% |
| HFG Advisors, Inc. | 8,617 | $761,000 | 0.87% |
| Kaydan Wealth Management, Inc. | 18,051 | $1,593,362 | 0.70% |
| WEALTHSOURCE PARTNERS, LLC | 113,427 | $10,012,000 | 0.68% |
| HBK Sorce Advisory LLC | 136,401 | $12,040,000 | 0.66% |
| Quantum Private Wealth, LLC | 15,730 | $1,388,000 | 0.60% |