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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fortress Wealth Group, LLC | 72,518 | $6,451,727 | 4.30% |
| BELLEVUE ASSET MANAGEMENT, LLC | 49,602 | $4,560,422 | 3.06% |
| Golden State Equity Partners | 81,059 | $7,465,534 | 2.08% |
| Dorsey Wright & Associates | 28,735 | $2,646,000 | 0.82% |
| DHJJ Financial Advisors, Ltd. | 16,695 | $1,537,610 | 0.78% |
| Per Stirling Capital Management, LLC. | 38,815 | $3,574,818 | 0.74% |
| American Institute for Advanced Investment Management, LLP | 7,559 | $736,806 | 0.68% |
| LVZ, Inc. | 45,002 | $4,144,661 | 0.67% |
| Coppell Advisory Solutions LLC | 20,389 | $1,790,777 | 0.62% |
| Kaydan Wealth Management, Inc. | 15,065 | $1,387,487 | 0.55% |