FIRST TR MID CAP CORE ALPHAD's ticker is FNX and the CUSIP is 33735B108. A total of 59 filers reported holding FIRST TR MID CAP CORE ALPHAD in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2015 | $8,777,000 | +15.6% | 160,804 | +11.9% | 0.09% | +11.1% |
| Q4 2014 | $7,594,000 | +3.3% | 143,735 | -1.8% | 0.08% | -21.4% |
| Q3 2014 | $7,352,000 | +5.6% | 146,427 | +12.4% | 0.10% | +5.1% |
| Q2 2014 | $6,962,000 | +29.1% | 130,258 | +24.3% | 0.10% | +25.6% |
| Q1 2014 | $5,394,000 | +39.6% | 104,792 | +36.8% | 0.08% | +16.4% |
| Q4 2013 | $3,865,000 | +175.3% | 76,599 | +150.3% | 0.07% | +157.7% |
| Q3 2013 | $1,404,000 | +21.9% | 30,608 | +12.2% | 0.03% | +13.0% |
| Q2 2013 | $1,152,000 | – | 27,278 | – | 0.02% | – |
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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% |