FIRST TR MID CAP CORE ALPHAD's ticker is FNX and the CUSIP is 33735B108. A total of 159 filers reported holding FIRST TR MID CAP CORE ALPHAD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,664,239 | -4.3% | 18,070 | +0.1% | 0.07% | +7.9% |
| Q2 2023 | $1,739,208 | +26.5% | 18,057 | +18.2% | 0.06% | +26.0% |
| Q1 2023 | $1,374,584 | +2.5% | 15,280 | +0.1% | 0.05% | -3.8% |
| Q4 2022 | $1,340,725 | +24.1% | 15,265 | +13.4% | 0.05% | +8.3% |
| Q3 2022 | $1,080,000 | +1794.7% | 13,459 | +1379.0% | 0.05% | +1100.0% |
| Q2 2020 | $57,000 | +29.5% | 910 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $44,000 | +266.7% | 910 | +279.2% | 0.00% | +300.0% |
| Q2 2016 | $12,000 | – | 240 | – | 0.00% | – |
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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% |