FIRST TR MID CAP CORE ALPHAD's ticker is FNX and the CUSIP is 33735B108. A total of 110 filers reported holding FIRST TR MID CAP CORE ALPHAD in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $257,000 | -22.6% | 4,115 | -10.3% | 0.04% | -21.7% |
| Q4 2019 | $332,000 | -11.7% | 4,586 | -17.7% | 0.05% | -17.9% |
| Q3 2019 | $376,000 | -71.1% | 5,572 | -70.5% | 0.06% | -71.6% |
| Q2 2019 | $1,301,000 | +6.3% | 18,917 | +3.6% | 0.20% | -1.0% |
| Q1 2019 | $1,224,000 | -10.8% | 18,254 | -23.1% | 0.20% | -22.6% |
| Q4 2018 | $1,372,000 | -15.6% | 23,727 | +4.6% | 0.26% | -3.0% |
| Q3 2018 | $1,625,000 | +2.8% | 22,690 | -1.7% | 0.26% | -3.3% |
| Q2 2018 | $1,580,000 | +11.8% | 23,082 | +6.9% | 0.27% | -23.5% |
| Q1 2018 | $1,413,000 | +3.9% | 21,598 | +4.4% | 0.36% | +12.9% |
| Q4 2017 | $1,360,000 | -2.4% | 20,692 | -8.1% | 0.32% | -9.9% |
| Q3 2017 | $1,393,000 | +1.7% | 22,511 | -2.7% | 0.35% | -3.6% |
| Q2 2017 | $1,370,000 | -9.1% | 23,140 | -10.2% | 0.36% | -14.9% |
| Q1 2017 | $1,507,000 | +29.1% | 25,781 | +24.5% | 0.43% | -11.7% |
| Q4 2016 | $1,167,000 | – | 20,703 | – | 0.49% | – |
Download | ||||||
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% |