Trueblood Wealth Management, LLC - FIRST TR SML CP CORE ALPHA F ownership

FIRST TR SML CP CORE ALPHA F's ticker is FYX and the CUSIP is 33734Y109. A total of 142 filers reported holding FIRST TR SML CP CORE ALPHA F in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Trueblood Wealth Management, LLC ownership history of FIRST TR SML CP CORE ALPHA F
ValueSharesWeighting
Q2 2024$301,232
-0.8%
3,330
+2.3%
0.17%
-2.3%
Q1 2024$303,589
+1.8%
3,2560.0%0.17%
-7.0%
Q4 2023$298,1193,2560.19%
Other shareholders
FIRST TR SML CP CORE ALPHA F shareholders Q1 2024
NameSharesValueWeighting ↓
Peak Capital Management LLC 118,732$7,694,0006.25%
Hapanowicz & Associates Financial Services, Inc 117,771$7,640,0004.61%
Gladstone Institutional Advisory LLC 46,499$3,019,0000.74%
Regal Investment Advisors LLC 53,165$3,452,0000.62%
Teamwork Financial Advisors, LLC 13,937$905,0000.54%
Cypress Wealth Services, LLC 32,761$2,127,0000.54%
Camelot Portfolios, LLC 14,160$919,0000.39%
Element Wealth, LLC 5,720$371,0000.38%
IFG Advisory, LLC 30,872$2,004,0000.37%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 16,193$1,051,0000.36%
View complete list of FIRST TR SML CP CORE ALPHA F shareholders