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 ↓ |
|---|---|---|---|
| Hapanowicz & Associates Financial Services, Inc | 240,291 | $21,736,618 | 12.41% |
| Main Line Retirement Advisors, LLC | 111,516 | $10,085,733 | 7.72% |
| Genesee Capital Advisors, LLC | 59,957 | $5,423,680 | 2.66% |
| Wealth Alliance Advisory Group, LLC | 123,010 | $11,127,503 | 2.51% |
| Mainsail Financial Group, LLC | 39,150 | $3,541,537 | 2.08% |
| MTM Investment Management, LLC | 32,164 | $2,909,575 | 1.19% |
| Sweet Financial Partners, LLC | 39,050 | $3,532,463 | 0.81% |
| Lakeridge Wealth Management LLC | 10,624 | $961,024 | 0.58% |
| SILVER OAK SECURITIES, Inc | 30,707 | $2,777,793 | 0.42% |
| Per Stirling Capital Management, LLC. | 26,494 | $2,396,608 | 0.39% |