FIRST TR MID CAP CORE ALPHAD's ticker is FNX and the CUSIP is 33735B108. A total of 159 filers reported holding FIRST TR MID CAP CORE ALPHAD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,387,487 | -7.5% | 15,065 | -3.2% | 0.55% | -11.9% |
| Q2 2023 | $1,499,799 | -0.5% | 15,571 | -7.0% | 0.63% | +1.8% |
| Q1 2023 | $1,506,920 | -12.3% | 16,751 | -14.4% | 0.62% | -10.0% |
| Q4 2022 | $1,719,097 | -8.3% | 19,573 | -16.2% | 0.69% | -33.6% |
| Q3 2022 | $1,874,144 | -9.4% | 23,348 | -5.6% | 1.03% | -10.2% |
| Q2 2022 | $2,068,243 | -39.6% | 24,722 | -29.2% | 1.15% | -23.9% |
| Q1 2022 | $3,424,682 | -9.0% | 34,903 | -4.6% | 1.51% | +6.2% |
| Q4 2021 | $3,762,504 | – | 36,586 | – | 1.43% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BELLEVUE ASSET MANAGEMENT, LLC | 60,807 | $6,087,000 | 3.72% |
| Arrow Investment Advisors, LLC | 58,727 | $5,879,000 | 3.64% |
| Golden State Equity Partners | 92,879 | $9,297,000 | 3.59% |
| Holloway Wealth Management, LLC | 68,061 | $6,813,000 | 2.08% |
| Total Clarity Wealth Management, Inc. | 32,338 | $3,237,000 | 1.81% |
| Pinnacle Family Advisors, LLC | 31,517 | $3,155,000 | 1.38% |
| Harvest Investment Services, LLC | 23,249 | $2,327,000 | 0.98% |
| LexAurum Advisors, LLC | 32,270 | $3,230,000 | 0.96% |
| DHJJ Financial Advisors, Ltd. | 16,989 | $1,701,000 | 0.90% |
| Bedel Financial Consulting, Inc. | 18,043 | $1,806,000 | 0.63% |