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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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% | 767 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $62,000 | -3.1% | 767 | 0.0% | 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 | $37,000 | – | 366 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
BELLEVUE ASSET MANAGEMENT, LLC | 50,779 | $4,272,000 | 3.09% |
Kaydan Wealth Management, Inc. | 24,722 | $2,068,243 | 1.15% |
DHJJ Financial Advisors, Ltd. | 16,331 | $1,366,000 | 0.76% |
Total Clarity Wealth Management, Inc. | 16,438 | $1,375,000 | 0.71% |
PACIFIC SUN FINANCIAL CORP | 11,829 | $990,000 | 0.65% |
MONECO Advisors, LLC | 18,266 | $1,528,000 | 0.59% |
LVZ, Inc. | 38,146 | $3,191,000 | 0.54% |
S.C. Financial Services, Inc. | 3,853 | $322,000 | 0.50% |
B. Riley Wealth Advisors, Inc. | 133,442 | $11,164,000 | 0.47% |
Bedel Financial Consulting, Inc. | 18,043 | $1,509,000 | 0.44% |