TRUIST FINANCIAL CORP - FIRST TR SML CP CORE ALPHA F ownership

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FIRST TR SML CP CORE ALPHA F's ticker is FYX and the CUSIP is 33734Y109. A total of 104 filers reported holding FIRST TR SML CP CORE ALPHA F in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

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Quarter-by-quarter ownership
TRUIST FINANCIAL CORP ownership history of FIRST TR SML CP CORE ALPHA F
ValueSharesWeighting
Q3 2023$1,226,149
-37.1%
15,202
-35.8%
0.00%
-33.3%
Q2 2023$1,948,971
+16.1%
23,693
+13.7%
0.00%0.0%
Q1 2023$1,679,360
-2.9%
20,836
-5.5%
0.00%0.0%
Q4 2022$1,729,807
-4.7%
22,050
-11.7%
0.00%0.0%
Q3 2022$1,815,000
-2.9%
24,963
+2.4%
0.00%0.0%
Q2 2022$1,869,000
-31.8%
24,383
-18.5%
0.00%
-25.0%
Q1 2022$2,740,000
-26.7%
29,921
-22.3%
0.00%
-33.3%
Q4 2021$3,739,000
-10.8%
38,517
-15.9%
0.01%
-14.3%
Q3 2021$4,194,000
+4.3%
45,813
+6.2%
0.01%0.0%
Q2 2021$4,022,000
+28.8%
43,131
+25.2%
0.01%
+40.0%
Q1 2021$3,122,000
+826.4%
34,461
+687.7%
0.01%
+400.0%
Q4 2020$337,000
-53.7%
4,375
-65.2%
0.00%
-50.0%
Q3 2020$728,000
-11.7%
12,579
-17.2%
0.00%0.0%
Q2 2020$824,000
+32.3%
15,187
+0.3%
0.00%0.0%
Q1 2020$623,000
-38.3%
15,140
-2.6%
0.00%0.0%
Q4 2019$1,009,000–15,540–0.00%–
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Other shareholders
FIRST TR SML CP CORE ALPHA F shareholders Q4 2020
NameSharesValueWeighting ↓
Hapanowicz & Associates Financial Services, Inc 219,806$17,716,33512.22%
Spectrum Wealth Advisory Group, LLC 67,990$5,479,9827.39%
Wealth Alliance Advisory Group, LLC 108,513$8,746,1453.27%
Mainsail Financial Group, LLC 29,011$2,318,2152.25%
RETIREMENT GUYS FORMULA LLC 30,009$2,418,7431.73%
MTM Investment Management, LLC 38,925$3,137,3871.61%
Per Stirling Capital Management, LLC. 43,728$3,524,4800.76%
PCA Investment Advisory Services Inc. 13,002$1,048,0380.74%
Root Financial Partners, LLC 12,726$1,025,7470.73%
Western Wealth Management, LLC 74,914$6,038,0750.56%
View complete list of FIRST TR SML CP CORE ALPHA F shareholders