FIRST TR MID CAP CORE ALPHAD's ticker is FNX and the CUSIP is 33735B108. A total of 162 filers reported holding FIRST TR MID CAP CORE ALPHAD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| Fortress Wealth Group, LLC | 72,518 | $6,451,727 | 4.30% |
| BELLEVUE ASSET MANAGEMENT, LLC | 49,602 | $4,560,422 | 3.06% |
| Golden State Equity Partners | 81,059 | $7,465,534 | 2.08% |
| Dorsey Wright & Associates | 28,735 | $2,646,000 | 0.82% |
| DHJJ Financial Advisors, Ltd. | 16,695 | $1,537,610 | 0.78% |
| Per Stirling Capital Management, LLC. | 38,815 | $3,574,818 | 0.74% |
| American Institute for Advanced Investment Management, LLP | 7,559 | $736,806 | 0.68% |
| LVZ, Inc. | 45,002 | $4,144,661 | 0.67% |
| Coppell Advisory Solutions LLC | 20,389 | $1,790,777 | 0.62% |
| Kaydan Wealth Management, Inc. | 15,065 | $1,387,487 | 0.55% |