FIRST TR SML CP CORE ALPHA F's ticker is FYX and the CUSIP is 33734Y109. A total of 132 filers reported holding FIRST TR SML CP CORE ALPHA F in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2021 | $277,000 | +454.0% | 2,974 | +143.2% | 0.01% | +62.5% |
Q1 2020 | $50,000 | -36.7% | 1,223 | 0.0% | 0.01% | -52.9% |
Q4 2019 | $79,000 | +8.2% | 1,223 | +0.1% | 0.02% | +13.3% |
Q3 2019 | $73,000 | -80.3% | 1,222 | -82.2% | 0.02% | -81.2% |
Q4 2018 | $371,000 | – | 6,858 | – | 0.08% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Hapanowicz & Associates Financial Services, Inc | 167,956 | $15,664,000 | 6.90% |
Spectrum Wealth Advisory Group, LLC | 53,717 | $5,010,000 | 4.90% |
Arrow Investment Advisors, LLC | 64,732 | $6,043,000 | 3.74% |
Holloway Wealth Management, LLC | 95,907 | $8,944,000 | 2.73% |
Sterling Manor Financial, LLC | 35,047 | $3,269,000 | 2.61% |
Pinnacle Family Advisors, LLC | 31,190 | $2,912,000 | 1.27% |
LexAurum Advisors, LLC | 35,636 | $3,323,000 | 0.98% |
Harvest Investment Services, LLC | 24,469 | $2,282,000 | 0.96% |
Western Wealth Management, LLC | 96,155 | $8,967,000 | 0.92% |
Transamerica Financial Advisors, Inc. | 361 | $34,000 | 0.83% |