FIRST TR SML CP CORE ALPHA F's ticker is FYX and the CUSIP is 33734Y109. A total of 60 filers reported holding FIRST TR SML CP CORE ALPHA F in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $294,000 | -8.4% | 3,212 | -38.7% | 0.00% | – |
| Q4 2017 | $321,000 | -54.5% | 5,243 | -56.2% | 0.00% | – |
| Q3 2017 | $706,000 | -82.6% | 11,974 | -83.5% | 0.00% | -100.0% |
| Q2 2017 | $4,061,000 | -25.6% | 72,646 | -27.6% | 0.00% | -33.3% |
| Q1 2017 | $5,462,000 | +10.0% | 100,388 | +8.9% | 0.00% | 0.0% |
| Q4 2016 | $4,964,000 | +1.6% | 92,198 | -6.0% | 0.00% | 0.0% |
| Q3 2016 | $4,886,000 | -1.2% | 98,106 | -8.7% | 0.00% | 0.0% |
| Q2 2016 | $4,946,000 | +79.3% | 107,462 | +75.4% | 0.00% | +50.0% |
| Q1 2016 | $2,759,000 | -19.6% | 61,264 | -20.7% | 0.00% | 0.0% |
| Q4 2015 | $3,432,000 | +42.0% | 77,267 | +39.8% | 0.00% | +100.0% |
| Q3 2015 | $2,417,000 | -33.7% | 55,278 | -24.2% | 0.00% | -50.0% |
| Q2 2015 | $3,646,000 | -21.1% | 72,906 | -20.1% | 0.00% | -33.3% |
| Q1 2015 | $4,622,000 | +9.7% | 91,197 | +6.1% | 0.00% | +50.0% |
| Q4 2014 | $4,212,000 | +35.0% | 85,958 | +21.0% | 0.00% | 0.0% |
| Q3 2014 | $3,121,000 | +1.6% | 71,047 | +13.6% | 0.00% | 0.0% |
| Q2 2014 | $3,072,000 | +24.2% | 62,532 | +23.2% | 0.00% | +100.0% |
| Q1 2014 | $2,474,000 | +14.9% | 50,764 | +14.8% | 0.00% | 0.0% |
| Q4 2013 | $2,154,000 | +14.6% | 44,238 | +3.8% | 0.00% | 0.0% |
| Q3 2013 | $1,879,000 | -14.1% | 42,623 | -23.5% | 0.00% | -50.0% |
| Q2 2013 | $2,188,000 | – | 55,739 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hapanowicz & Associates Financial Services, Inc | 219,806 | $17,716,335 | 12.22% |
| Spectrum Wealth Advisory Group, LLC | 67,990 | $5,479,982 | 7.39% |
| Wealth Alliance Advisory Group, LLC | 108,513 | $8,746,145 | 3.27% |
| Mainsail Financial Group, LLC | 29,011 | $2,318,215 | 2.25% |
| RETIREMENT GUYS FORMULA LLC | 30,009 | $2,418,743 | 1.73% |
| MTM Investment Management, LLC | 38,925 | $3,137,387 | 1.61% |
| Per Stirling Capital Management, LLC. | 43,728 | $3,524,480 | 0.76% |
| PCA Investment Advisory Services Inc. | 13,002 | $1,048,038 | 0.74% |
| Root Financial Partners, LLC | 12,726 | $1,025,747 | 0.73% |
| Western Wealth Management, LLC | 74,914 | $6,038,075 | 0.56% |