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 | $1,052,435 | -6.5% | 12,977 | -3.1% | 0.42% | -11.0% |
| Q2 2023 | $1,125,230 | -5.7% | 13,394 | -9.7% | 0.47% | -3.5% |
| Q1 2023 | $1,193,815 | -8.3% | 14,830 | -8.8% | 0.49% | -6.1% |
| Q4 2022 | $1,302,098 | +4.4% | 16,262 | -5.8% | 0.52% | -24.4% |
| Q3 2022 | $1,247,384 | -8.5% | 17,272 | -3.6% | 0.69% | -9.2% |
| Q2 2022 | $1,363,174 | -14.4% | 17,920 | -0.7% | 0.76% | +7.8% |
| Q1 2022 | $1,593,362 | -4.7% | 18,051 | -0.3% | 0.70% | +11.2% |
| Q4 2021 | $1,671,622 | – | 18,104 | – | 0.63% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Drake & Associates, LLC | 190,572 | $15,455,415 | 7.00% |
| SILVER OAK SECURITIES, Inc | 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% |