FIRST TR MID CAP CORE ALPHAD's ticker is FNX and the CUSIP is 33735B108. A total of 159 filers reported holding FIRST TR MID CAP CORE ALPHAD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,024,554 | +2.2% | 11,389 | -0.2% | 0.68% | -3.0% |
| Q4 2022 | $1,002,052 | +5.9% | 11,409 | -3.1% | 0.71% | +6.3% |
| Q3 2022 | $946,000 | -4.4% | 11,779 | -0.4% | 0.66% | +1.7% |
| Q2 2022 | $990,000 | -15.7% | 11,829 | -1.3% | 0.65% | +1.4% |
| Q1 2022 | $1,175,000 | -5.3% | 11,979 | -0.7% | 0.64% | -2.7% |
| Q4 2021 | $1,241,000 | +4.5% | 12,069 | -0.7% | 0.66% | -2.9% |
| Q3 2021 | $1,188,000 | +38.9% | 12,159 | -6.2% | 0.68% | -4.5% |
| Q3 2020 | $855,000 | +4.3% | 12,969 | -1.1% | 0.71% | -3.5% |
| Q2 2020 | $820,000 | +24.2% | 13,119 | -4.1% | 0.74% | -2.4% |
| Q1 2020 | $660,000 | -34.7% | 13,679 | -1.8% | 0.76% | -14.8% |
| Q4 2019 | $1,010,000 | +5.9% | 13,929 | -1.3% | 0.89% | -1.1% |
| Q3 2019 | $954,000 | -3.9% | 14,119 | -2.2% | 0.90% | -5.2% |
| Q2 2019 | $993,000 | -6.1% | 14,439 | -3.2% | 0.95% | -12.9% |
| Q2 2018 | $1,058,000 | +6.5% | 14,919 | -1.8% | 1.09% | -16.9% |
| Q1 2018 | $993,000 | – | 15,189 | – | 1.31% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BELLEVUE ASSET MANAGEMENT, LLC | 60,807 | $6,087,000 | 3.72% |
| Arrow Investment Advisors, LLC | 58,727 | $5,879,000 | 3.64% |
| Golden State Equity Partners | 92,879 | $9,297,000 | 3.59% |
| Holloway Wealth Management, LLC | 68,061 | $6,813,000 | 2.08% |
| Total Clarity Wealth Management, Inc. | 32,338 | $3,237,000 | 1.81% |
| Pinnacle Family Advisors, LLC | 31,517 | $3,155,000 | 1.38% |
| Harvest Investment Services, LLC | 23,249 | $2,327,000 | 0.98% |
| LexAurum Advisors, LLC | 32,270 | $3,230,000 | 0.96% |
| DHJJ Financial Advisors, Ltd. | 16,989 | $1,701,000 | 0.90% |
| Bedel Financial Consulting, Inc. | 18,043 | $1,806,000 | 0.63% |