FIRST TR MID CAP CORE ALPHAD's ticker is FNX and the CUSIP is 33735B108. A total of 96 filers reported holding FIRST TR MID CAP CORE ALPHAD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $9,716 | +2.4% | 108 | 0.0% | 0.00% | – |
| Q4 2022 | $9,486 | +5.4% | 108 | 0.0% | 0.00% | – |
| Q3 2022 | $9,000 | 0.0% | 108 | 0.0% | 0.00% | – |
| Q2 2022 | $9,000 | -18.2% | 108 | 0.0% | 0.00% | – |
| Q1 2022 | $11,000 | 0.0% | 108 | 0.0% | 0.00% | – |
| Q4 2021 | $11,000 | 0.0% | 108 | 0.0% | 0.00% | – |
| Q3 2021 | $11,000 | 0.0% | 108 | 0.0% | 0.00% | – |
| Q2 2021 | $11,000 | -47.6% | 108 | -51.4% | 0.00% | – |
| Q1 2021 | $21,000 | +16.7% | 222 | 0.0% | 0.00% | – |
| Q4 2020 | $18,000 | +20.0% | 222 | 0.0% | 0.00% | – |
| Q3 2020 | $15,000 | +7.1% | 222 | 0.0% | 0.00% | – |
| Q2 2020 | $14,000 | +27.3% | 222 | 0.0% | 0.00% | – |
| Q1 2020 | $11,000 | -31.2% | 222 | 0.0% | 0.00% | – |
| Q4 2019 | $16,000 | +6.7% | 222 | 0.0% | 0.00% | – |
| Q3 2019 | $15,000 | 0.0% | 222 | 0.0% | 0.00% | – |
| Q2 2019 | $15,000 | 0.0% | 222 | 0.0% | 0.00% | – |
| Q1 2019 | $15,000 | +15.4% | 222 | 0.0% | 0.00% | – |
| Q4 2018 | $13,000 | -18.8% | 222 | 0.0% | 0.00% | – |
| Q3 2018 | $16,000 | +6.7% | 222 | 0.0% | 0.00% | – |
| Q2 2018 | $15,000 | -73.7% | 222 | -74.7% | 0.00% | – |
| Q1 2018 | $57,000 | -33.7% | 879 | -32.7% | 0.00% | -100.0% |
| Q4 2017 | $86,000 | +132.4% | 1,307 | +117.8% | 0.00% | – |
| Q3 2017 | $37,000 | +2.8% | 600 | 0.0% | 0.00% | – |
| Q2 2017 | $36,000 | -48.6% | 600 | -50.0% | 0.00% | -100.0% |
| Q1 2017 | $70,000 | +2.9% | 1,200 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $68,000 | -23.6% | 1,200 | -28.5% | 0.00% | 0.0% |
| Q3 2016 | $89,000 | -42.2% | 1,679 | -44.9% | 0.00% | 0.0% |
| Q2 2016 | $154,000 | +2.0% | 3,046 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $151,000 | +104.1% | 3,046 | +99.1% | 0.00% | 0.0% |
| Q4 2015 | $74,000 | +27.6% | 1,530 | +27.5% | 0.00% | 0.0% |
| Q3 2015 | $58,000 | -10.8% | 1,200 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $65,000 | 0.0% | 1,200 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $65,000 | -50.0% | 1,200 | -51.2% | 0.00% | 0.0% |
| Q4 2014 | $130,000 | +4.8% | 2,460 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $124,000 | -12.7% | 2,460 | -7.5% | 0.00% | 0.0% |
| Q2 2014 | $142,000 | +84.4% | 2,660 | +77.3% | 0.00% | 0.0% |
| Q1 2014 | $77,000 | +196.2% | 1,500 | +188.5% | 0.00% | – |
| Q4 2013 | $26,000 | +8.3% | 520 | 0.0% | 0.00% | – |
| Q3 2013 | $24,000 | +9.1% | 520 | 0.0% | 0.00% | – |
| Q2 2013 | $22,000 | – | 520 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BELLEVUE ASSET MANAGEMENT, LLC | 50,779 | $4,272,000 | 3.09% |
| Kaydan Wealth Management, Inc. | 24,722 | $2,068,243 | 1.15% |
| DHJJ Financial Advisors, Ltd. | 16,331 | $1,366,000 | 0.76% |
| Total Clarity Wealth Management, Inc. | 16,438 | $1,375,000 | 0.71% |
| PACIFIC SUN FINANCIAL CORP | 11,829 | $990,000 | 0.65% |
| MONECO Advisors, LLC | 18,266 | $1,528,000 | 0.59% |
| LVZ, Inc. | 38,146 | $3,191,000 | 0.54% |
| S.C. Financial Services, Inc. | 3,853 | $322,000 | 0.50% |
| B. Riley Wealth Advisors, Inc. | 133,442 | $11,164,000 | 0.47% |
| Bedel Financial Consulting, Inc. | 18,043 | $1,509,000 | 0.44% |