FIRST TR MID CAP CORE ALPHAD's ticker is FNX and the CUSIP is 33735B108. A total of 149 filers reported holding FIRST TR MID CAP CORE ALPHAD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $50,379 | -79.5% | 547 | -78.5% | 0.00% | -50.0% |
| Q2 2023 | $245,327 | +7.1% | 2,547 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $229,128 | +376.9% | 2,547 | +365.6% | 0.00% | +100.0% |
| Q4 2022 | $48,043 | -33.3% | 547 | -39.2% | 0.00% | 0.0% |
| Q3 2022 | $72,000 | -4.0% | 900 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $75,000 | -14.8% | 900 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $88,000 | -28.5% | 900 | -25.0% | 0.00% | 0.0% |
| Q4 2021 | $123,000 | +5.1% | 1,200 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $117,000 | -2.5% | 1,200 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $120,000 | +6.2% | 1,200 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $113,000 | +13.0% | 1,200 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $100,000 | +26.6% | 1,200 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $79,000 | +5.3% | 1,200 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $75,000 | – | 1,200 | – | 0.00% | – |
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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% |