FIRST TR SML CP CORE ALPHA F's ticker is FYX and the CUSIP is 33734Y109. A total of 68 filers reported holding FIRST TR SML CP CORE ALPHA F in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $761,000 | +0.9% | 12,883 | -5.1% | 0.67% | +18.9% |
| Q2 2017 | $754,000 | +4.9% | 13,571 | +2.7% | 0.56% | -8.1% |
| Q1 2017 | $719,000 | +20.6% | 13,208 | +19.4% | 0.62% | +18.5% |
| Q4 2016 | $596,000 | +31.6% | 11,061 | +21.5% | 0.52% | +12.1% |
| Q3 2016 | $453,000 | +4.9% | 9,101 | -3.5% | 0.46% | +16.9% |
| Q2 2016 | $432,000 | -0.7% | 9,427 | -1.9% | 0.40% | -7.5% |
| Q1 2016 | $435,000 | +20.5% | 9,606 | +17.0% | 0.43% | +18.9% |
| Q4 2015 | $361,000 | – | 8,212 | – | 0.36% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hapanowicz & Associates Financial Services, Inc | 221,838 | $17,893,143 | 12.71% |
| Wealth Alliance Advisory Group, LLC | 110,491 | $8,912,024 | 2.64% |
| Mainsail Financial Group, LLC | 29,768 | $2,374,138 | 2.15% |
| MTM Investment Management, LLC | 38,444 | $3,100,796 | 1.57% |
| RETIREMENT GUYS FORMULA LLC | 26,276 | $2,119,345 | 1.48% |
| PCA Investment Advisory Services Inc. | 11,471 | $925,246 | 0.66% |
| American Institute for Advanced Investment Management, LLP | 8,211 | $684,387 | 0.63% |
| Per Stirling Capital Management, LLC. | 34,582 | $2,789,328 | 0.58% |
| Regal Investment Advisors LLC | 82,363 | $6,643,287 | 0.56% |
| Sweet Financial Partners, LLC | 23,825 | $1,921,689 | 0.51% |