WealthPlan Investment Management, LLC - FIRST TR LRGE CP CORE ALPHA ownership

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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%.

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Quarter-by-quarter ownership
WealthPlan Investment Management, LLC ownership history of FIRST TR LRGE CP CORE ALPHA
ValueSharesWeighting
Q2 2023$5,219
+4.4%
620.0%0.00%
+100.0%
Q1 2023$5,001
-99.2%
62
-99.2%
0.00%
-97.8%
Q4 2022$637,168
+7.4%
7,433
+3.0%
0.04%
+4.7%
Q3 2022$593,000
+1.7%
7,220
+2.5%
0.04%
+7.5%
Q1 2022$583,000–7,041–0.04%–
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Other shareholders
FIRST TR LRGE CP CORE ALPHA shareholders Q4 2022
NameSharesValueWeighting ↓
Drake & Associates, LLC 190,572$15,455,4157.00%
SILVER OAK SECURITIES, INCORPORATED 194,604$15,782,3703.43%
Triumph Capital Management 68,457$5,551,8662.52%
USAdvisors Wealth Management, LLC 67,064$5,4382.43%
RDA Financial Network 34,191$2,772,8841.20%
IAMS WEALTH MANAGEMENT, LLC 21,232$1,721,9151.19%
Secure Asset Management, LLC 44,831$3,635,8051.09%
CENTAURUS FINANCIAL, INC. 138,033$11,1940.97%
Keystone Wealth Services, LLC 28,441$2,306,5650.88%
Coppell Advisory Solutions LLC 30,082$2,408,7010.83%
View complete list of FIRST TR LRGE CP CORE ALPHA shareholders