FIRST TR SML CP CORE ALPHA F's ticker is FYX and the CUSIP is 33734Y109. A total of 132 filers reported holding FIRST TR SML CP CORE ALPHA F in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $1,104,000,000 | +8.1% | 24,487 | +6.0% | 0.00% | 0.0% |
| Q4 2015 | $1,021,000,000 | +132669.8% | 23,103 | +31.3% | 0.00% | +33.3% |
| Q3 2015 | $769,000 | -99.9% | 17,597 | +15.4% | 0.00% | 0.0% |
| Q2 2015 | $762,344,000 | -55.9% | 15,253 | -55.4% | 0.00% | -57.1% |
| Q1 2015 | $1,728,848,000 | +39.1% | 34,194 | +34.8% | 0.01% | +40.0% |
| Q4 2014 | $1,242,836,000 | +221.1% | 25,364 | +194.1% | 0.01% | +150.0% |
| Q3 2014 | $386,999,000 | +18.6% | 8,623 | +29.8% | 0.00% | +100.0% |
| Q2 2014 | $326,272,000 | -7.9% | 6,641 | -8.7% | 0.00% | -50.0% |
| Q1 2014 | $354,414,000 | +22.4% | 7,276 | +22.3% | 0.00% | +100.0% |
| Q4 2013 | $289,528,000 | -6.5% | 5,950 | -15.8% | 0.00% | -50.0% |
| Q3 2013 | $309,594,000 | +29.0% | 7,066 | +16.4% | 0.00% | +100.0% |
| Q2 2013 | $239,948,000 | – | 6,070 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hapanowicz & Associates Financial Services, Inc | 167,956 | $15,664,000 | 6.90% |
| Spectrum Wealth Advisory Group, LLC | 53,717 | $5,010,000 | 4.90% |
| Arrow Investment Advisors, LLC | 64,732 | $6,043,000 | 3.74% |
| Holloway Wealth Management, LLC | 95,907 | $8,944,000 | 2.73% |
| Sterling Manor Financial, LLC | 35,047 | $3,269,000 | 2.61% |
| Pinnacle Family Advisors, LLC | 31,190 | $2,912,000 | 1.27% |
| LexAurum Advisors, LLC | 35,636 | $3,323,000 | 0.98% |
| Harvest Investment Services, LLC | 24,469 | $2,282,000 | 0.96% |
| Western Wealth Management, LLC | 96,155 | $8,967,000 | 0.92% |
| Transamerica Financial Advisors, Inc. | 361 | $34,000 | 0.83% |