FIRST TR MID CAP CORE ALPHAD's ticker is FNX and the CUSIP is 33735B108. A total of 155 filers reported holding FIRST TR MID CAP CORE ALPHAD 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 | $267,669 | -9.0% | 2,906 | -2.3% | 0.29% | -4.9% |
Q2 2023 | $293,998 | +13.2% | 2,973 | -0.2% | 0.31% | +3.0% |
Q1 2023 | $259,828 | -1.5% | 2,979 | -0.8% | 0.30% | -6.0% |
Q4 2022 | $263,841 | +10.1% | 3,004 | +0.6% | 0.32% | +1.3% |
Q3 2022 | $239,686 | – | 2,986 | – | 0.31% | – |
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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% |