FIRST TR LRGE CP CORE ALPHA's ticker is FEX and the CUSIP is 33734K109. A total of 108 filers reported holding FIRST TR LRGE CP CORE ALPHA in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $1,673,000 | -1.4% | 30,505 | -4.4% | 1.48% | +16.2% |
| Q2 2017 | $1,696,000 | -1.9% | 31,918 | -4.7% | 1.27% | -13.9% |
| Q1 2017 | $1,728,000 | +6.1% | 33,475 | +0.3% | 1.48% | +4.3% |
| Q4 2016 | $1,628,000 | +17.7% | 33,383 | +12.8% | 1.42% | +0.1% |
| Q3 2016 | $1,383,000 | +2.4% | 29,591 | -1.4% | 1.42% | +14.3% |
| Q2 2016 | $1,351,000 | -1.7% | 30,024 | -2.8% | 1.24% | -8.5% |
| Q1 2016 | $1,374,000 | +9.9% | 30,899 | +7.3% | 1.35% | +8.4% |
| Q4 2015 | $1,250,000 | – | 28,806 | – | 1.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Drake & Associates, LLC | 190,572 | $15,455,415 | 7.00% |
| SILVER OAK SECURITIES, Inc | 194,604 | $15,782,370 | 3.43% |
| Triumph Capital Management | 68,457 | $5,551,866 | 2.52% |
| USAdvisors Wealth Management, LLC | 67,064 | $5,438 | 2.43% |
| RDA Financial Network | 34,191 | $2,772,884 | 1.20% |
| IAMS WEALTH MANAGEMENT, LLC | 21,232 | $1,721,915 | 1.19% |
| Secure Asset Management, LLC | 44,831 | $3,635,805 | 1.09% |
| CENTAURUS FINANCIAL, INC. | 138,033 | $11,194 | 0.97% |
| Keystone Wealth Services, LLC | 28,441 | $2,306,565 | 0.88% |
| Coppell Advisory Solutions LLC | 30,082 | $2,408,701 | 0.83% |