FIRST TR SML CP CORE ALPHA F's ticker is FYX and the CUSIP is 33734Y109. A total of 76 filers reported holding FIRST TR SML CP CORE ALPHA F in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| Peak Capital Management LLC | 118,732 | $7,694,000 | 6.25% |
| Hapanowicz & Associates Financial Services, Inc | 117,771 | $7,640,000 | 4.61% |
| Gladstone Institutional Advisory LLC | 46,499 | $3,019,000 | 0.74% |
| Regal Investment Advisors LLC | 53,165 | $3,452,000 | 0.62% |
| Teamwork Financial Advisors, LLC | 13,937 | $905,000 | 0.54% |
| Cypress Wealth Services, LLC | 32,761 | $2,127,000 | 0.54% |
| Camelot Portfolios, LLC | 14,160 | $919,000 | 0.39% |
| Element Wealth, LLC | 5,720 | $371,000 | 0.38% |
| IFG Advisory, LLC | 30,872 | $2,004,000 | 0.37% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 16,193 | $1,051,000 | 0.36% |