CREATIVE FINANCIAL DESIGNS INC /ADV - FIRST TR MID CAP CORE ALPHAD ownership

FIRST TR MID CAP CORE ALPHAD's ticker is FNX and the CUSIP is 33735B108. A total of 137 filers reported holding FIRST TR MID CAP CORE ALPHAD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of FIRST TR MID CAP CORE ALPHAD
ValueSharesWeighting
Q3 2023$0
-100.0%
0
-100.0%
0.00%
-100.0%
Q2 2023$55,480
+4.9%
576
-2.0%
0.01%0.0%
Q1 2023$52,896
-21.5%
588
-23.3%
0.01%
-30.0%
Q4 2022$67,366
+8.7%
7670.0%0.01%0.0%
Q3 2022$62,000
-3.1%
7670.0%0.01%
-9.1%
Q2 2022$64,000
+1.6%
767
+19.1%
0.01%
+10.0%
Q1 2022$63,000
-3.1%
644
+1.9%
0.01%0.0%
Q4 2021$65,000
+41.3%
632
+32.8%
0.01%
+25.0%
Q3 2021$46,000
+24.3%
476
+30.1%
0.01%
+33.3%
Q2 2021$37,0003660.01%
Other shareholders
FIRST TR MID CAP CORE ALPHAD shareholders Q3 2021
NameSharesValueWeighting ↓
BELLEVUE ASSET MANAGEMENT, LLC 50,055$4,352,2393.37%
IAMS WEALTH MANAGEMENT, LLC 10,276$902,5410.92%
DHJJ Financial Advisors, Ltd. 17,602$1,545,1140.89%
PACIFIC SUN FINANCIAL CORP 11,409$1,002,0520.71%
Per Stirling Capital Management, LLC. 43,386$3,810,6340.69%
Kaydan Wealth Management, Inc. 19,573$1,719,0970.69%
Secure Asset Management, LLC 20,400$1,791,7320.64%
Coppell Advisory Solutions Corp. 20,389$1,790,7770.61%
Coppell Advisory Solutions LLC 20,389$1,790,7770.61%
MONECO Advisors, LLC 18,739$1,645,8630.60%
View complete list of FIRST TR MID CAP CORE ALPHAD shareholders