Icon Wealth Advisors, LLC - FIRST TR LRGE CP CORE ALPHA ownership

FIRST TR LRGE CP CORE ALPHA's ticker is FEX and the CUSIP is 33734K109. A total of 178 filers reported holding FIRST TR LRGE CP CORE ALPHA in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Icon Wealth Advisors, LLC ownership history of FIRST TR LRGE CP CORE ALPHA
ValueSharesWeighting
Q2 2024$360,216
+0.8%
3,6000.0%0.03%
-3.0%
Q1 2024$357,264
+10.1%
3,6000.0%0.03%
-2.9%
Q4 2023$324,591
+12.6%
3,6000.0%0.03%
+3.0%
Q4 2022$288,252
+110766.2%
3,6000.0%0.03%
+3.1%
Q3 2022$2603,6000.03%
Other shareholders
FIRST TR LRGE CP CORE ALPHA shareholders Q1 2023
NameSharesValueWeighting ↓
Ballew Advisors, Inc 152,588$9,529,0008.66%
Camelot Portfolios, LLC 62,493$3,827,0001.58%
Cypress Wealth Services, LLC 84,419$5,170,0001.49%
Eukles Asset Management 27,364$1,676,0001.46%
ACG Wealth 133,802$8,194,0001.10%
HBK Sorce Advisory LLC 169,372$10,372,0001.00%
Cedar Brook Financial Partners, LLC 33,533$2,054,0000.95%
BREITER CAPITAL MANAGEMENT INC 8,694$532,0000.71%
Sterling Investment Advisors, Ltd. 20,390$1,249,0000.64%
RDA Financial Network 22,129$1,368,0000.62%
View complete list of FIRST TR LRGE CP CORE ALPHA shareholders