FIRST TR LRGE CP CORE ALPHA's ticker is FEX and the CUSIP is 33734K109. A total of 92 filers reported holding FIRST TR LRGE CP CORE ALPHA in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2015 | $6,341,000 | -1.8% | 136,131 | -3.8% | 0.06% | -5.8% |
| Q4 2014 | $6,459,000 | +16.1% | 141,551 | +10.7% | 0.07% | -11.5% |
| Q3 2014 | $5,562,000 | +0.7% | 127,839 | +2.6% | 0.08% | +1.3% |
| Q2 2014 | $5,523,000 | +9.2% | 124,623 | +3.7% | 0.08% | +5.5% |
| Q1 2014 | $5,060,000 | +27.2% | 120,128 | +24.4% | 0.07% | +7.4% |
| Q4 2013 | $3,978,000 | +361.0% | 96,542 | +319.4% | 0.07% | +325.0% |
| Q3 2013 | $863,000 | +14.0% | 23,020 | +7.1% | 0.02% | +6.7% |
| Q2 2013 | $757,000 | – | 21,494 | – | 0.02% | – |
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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% |