FIRST TR SML CP CORE ALPHA F's ticker is FYX and the CUSIP is 33734Y109. A total of 77 filers reported holding FIRST TR SML CP CORE ALPHA F in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $1,263,000 | -0.3% | 21,029 | +2.0% | 0.19% | -2.1% |
| Q2 2019 | $1,267,000 | +3.4% | 20,609 | +3.7% | 0.19% | -3.5% |
| Q1 2019 | $1,225,000 | -8.7% | 19,865 | -19.8% | 0.20% | -20.7% |
| Q4 2018 | $1,342,000 | -19.4% | 24,782 | +2.7% | 0.25% | -7.4% |
| Q3 2018 | $1,664,000 | +0.2% | 24,123 | -4.1% | 0.27% | -5.9% |
| Q2 2018 | $1,660,000 | +14.3% | 25,145 | +4.3% | 0.29% | -21.7% |
| Q1 2018 | $1,452,000 | +2.2% | 24,119 | +3.8% | 0.37% | +10.8% |
| Q4 2017 | $1,421,000 | -0.4% | 23,238 | -3.9% | 0.33% | -7.8% |
| Q3 2017 | $1,426,000 | -5.4% | 24,171 | -10.8% | 0.36% | -10.2% |
| Q2 2017 | $1,507,000 | -0.5% | 27,105 | -2.7% | 0.40% | -7.0% |
| Q1 2017 | $1,515,000 | +19.9% | 27,846 | +18.6% | 0.43% | -18.1% |
| Q4 2016 | $1,264,000 | +442.5% | 23,470 | +401.3% | 0.53% | +387.0% |
| Q3 2016 | $233,000 | – | 4,682 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hapanowicz & Associates Financial Services, Inc | 219,806 | $17,716,335 | 12.22% |
| Spectrum Wealth Advisory Group, LLC | 67,990 | $5,479,982 | 7.39% |
| Wealth Alliance Advisory Group, LLC | 108,513 | $8,746,145 | 3.27% |
| Mainsail Financial Group, LLC | 29,011 | $2,318,215 | 2.25% |
| RETIREMENT GUYS FORMULA LLC | 30,009 | $2,418,743 | 1.73% |
| MTM Investment Management, LLC | 38,925 | $3,137,387 | 1.61% |
| Per Stirling Capital Management, LLC. | 43,728 | $3,524,480 | 0.76% |
| PCA Investment Advisory Services Inc. | 13,002 | $1,048,038 | 0.74% |
| Root Financial Partners, LLC | 12,726 | $1,025,747 | 0.73% |
| Western Wealth Management, LLC | 74,914 | $6,038,075 | 0.56% |