Clearstead Advisors, LLC - 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 155 filers reported holding FIRST TR MID CAP CORE ALPHAD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of FIRST TR MID CAP CORE ALPHAD
ValueSharesWeighting
Q4 2022$2,196
-56.1%
25
-70.9%
0.00%
-100.0%
Q2 2020$5,000
+25.0%
860.0%0.00%0.0%
Q1 2020$4,000860.00%
Other shareholders
FIRST TR MID CAP CORE ALPHAD shareholders Q3 2023
NameSharesValueWeighting ↓
CONDOR CAPITAL MANAGEMENT 127,763$8,790,0001.36%
Camelot Portfolios, LLC 42,517$2,925,0001.21%
Sterling Investment Advisors, Ltd. 30,607$2,106,0001.08%
Bedel Financial Consulting, Inc. 23,267$1,601,0000.97%
PACIFIC SUN FINANCIAL CORP 14,439$993,0000.95%
Gladstone Institutional Advisory LLC 37,462$2,577,0000.78%
Cypress Wealth Services, LLC 29,038$1,998,0000.58%
Titus Wealth Management 7,116$490,0000.48%
LVZ, Inc. 27,706$1,906,0000.43%
Cedar Brook Financial Partners, LLC 12,325$848,0000.39%
View complete list of FIRST TR MID CAP CORE ALPHAD shareholders