HM PAYSON & CO - FIRST TR LRGE CP CORE ALPHA ownership

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FIRST TR LRGE CP CORE ALPHA's ticker is FEX and the CUSIP is 33734K109. A total of 181 filers reported holding FIRST TR LRGE CP CORE ALPHA in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

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Quarter-by-quarter ownership
HM PAYSON & CO ownership history of FIRST TR LRGE CP CORE ALPHA
ValueSharesWeighting
Q3 2023$176,798
-3.5%
2,1800.0%0.00%0.0%
Q2 2023$183,142
+4.4%
2,1800.0%0.00%0.0%
Q1 2023$175,490
+0.5%
2,1800.0%0.00%0.0%
Q4 2022$174,553
+11.2%
2,1800.0%0.00%0.0%
Q3 2022$157,000
-5.4%
2,1800.0%0.00%0.0%
Q2 2022$166,000
-12.2%
2,180
+2.0%
0.00%0.0%
Q1 2022$189,000
-4.1%
2,1370.0%0.00%0.0%
Q4 2021$197,000
+8.2%
2,1370.0%0.00%0.0%
Q3 2021$182,000
-1.1%
2,1370.0%0.00%0.0%
Q2 2021$184,000
+7.6%
2,1370.0%0.00%
-20.0%
Q1 2021$171,000
+8.9%
2,1370.0%0.01%
+25.0%
Q4 2020$157,000
+16.3%
2,1370.0%0.00%0.0%
Q3 2020$135,000
+6.3%
2,1370.0%0.00%0.0%
Q2 2020$127,000
+24.5%
2,1370.0%0.00%0.0%
Q1 2020$102,000
-26.6%
2,1370.0%0.00%0.0%
Q4 2019$139,000
-11.5%
2,137
-16.8%
0.00%
-33.3%
Q3 2019$157,0000.0%2,5700.0%0.01%0.0%
Q2 2019$157,000–2,570–0.01%–
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Other shareholders
FIRST TR LRGE CP CORE ALPHA shareholders Q3 2023
NameSharesValueWeighting ↓
Drake & Associates, LLC 190,572$15,455,4157.00%
SILVER OAK SECURITIES, INCORPORATED 194,604$15,782,3703.43%
Triumph Capital Management 68,457$5,551,8662.52%
USAdvisors Wealth Management, LLC 67,064$5,4382.43%
RDA Financial Network 34,191$2,772,8841.20%
IAMS WEALTH MANAGEMENT, LLC 21,232$1,721,9151.19%
Secure Asset Management, LLC 44,831$3,635,8051.09%
CENTAURUS FINANCIAL, INC. 138,033$11,1940.97%
Keystone Wealth Services, LLC 28,441$2,306,5650.88%
Coppell Advisory Solutions LLC 30,082$2,408,7010.83%
View complete list of FIRST TR LRGE CP CORE ALPHA shareholders