FIRST TR SML CP CORE ALPHA F's ticker is FYX and the CUSIP is 33734Y109. A total of 85 filers reported holding FIRST TR SML CP CORE ALPHA F in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $405,000 | +51.1% | 6,242 | +40.0% | 0.16% | -1.2% |
| Q3 2019 | $268,000 | -7.6% | 4,457 | -5.4% | 0.17% | -10.2% |
| Q2 2019 | $290,000 | -6.1% | 4,710 | -6.1% | 0.19% | -20.9% |
| Q1 2019 | $309,000 | +4.4% | 5,014 | -8.3% | 0.24% | -17.8% |
| Q4 2018 | $296,000 | -33.8% | 5,465 | -15.8% | 0.29% | -13.9% |
| Q3 2018 | $447,000 | -1.3% | 6,488 | -5.4% | 0.33% | -14.9% |
| Q2 2018 | $453,000 | +28.3% | 6,858 | +17.1% | 0.39% | +15.4% |
| Q1 2018 | $353,000 | +73.0% | 5,859 | +76.1% | 0.34% | +58.7% |
| Q4 2017 | $204,000 | – | 3,327 | – | 0.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peak Capital Management LLC | 118,732 | $7,694,000 | 6.25% |
| Hapanowicz & Associates Financial Services, Inc | 117,771 | $7,640,000 | 4.61% |
| Gladstone Institutional Advisory LLC | 46,499 | $3,019,000 | 0.74% |
| Regal Investment Advisors LLC | 53,165 | $3,452,000 | 0.62% |
| Teamwork Financial Advisors, LLC | 13,937 | $905,000 | 0.54% |
| Cypress Wealth Services, LLC | 32,761 | $2,127,000 | 0.54% |
| Camelot Portfolios, LLC | 14,160 | $919,000 | 0.39% |
| Element Wealth, LLC | 5,720 | $371,000 | 0.38% |
| IFG Advisory, LLC | 30,872 | $2,004,000 | 0.37% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 16,193 | $1,051,000 | 0.36% |