FIRST TR MID CAP CORE ALPHAD's ticker is FNX and the CUSIP is 33735B108. A total of 112 filers reported holding FIRST TR MID CAP CORE ALPHAD in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $5,000 | -58.3% | 100 | -41.5% | 0.00% | -100.0% |
| Q4 2019 | $12,000 | -47.8% | 171 | -50.0% | 0.00% | 0.0% |
| Q3 2019 | $23,000 | -4.2% | 342 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $24,000 | +4.3% | 342 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $23,000 | +15.0% | 342 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $20,000 | -16.7% | 342 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $24,000 | +4.3% | 342 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $23,000 | +4.5% | 342 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $22,000 | -38.9% | 342 | -52.3% | 0.00% | -66.7% |
| Q4 2013 | $36,000 | +9.1% | 717 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $33,000 | – | 717 | – | 0.00% | – |
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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% |