FIRST TR LRG CP VL ALPHADEX's ticker is FTA and the CUSIP is 33735J101. A total of 45 filers reported holding FIRST TR LRG CP VL ALPHADEX in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $336,000 | -21.7% | 7,174 | -28.8% | 0.00% | -33.3% |
| Q3 2016 | $429,000 | -17.8% | 10,074 | -22.9% | 0.01% | -14.3% |
| Q2 2016 | $522,000 | +48.7% | 13,074 | +51.3% | 0.01% | +40.0% |
| Q1 2016 | $351,000 | +1.2% | 8,640 | -4.4% | 0.01% | 0.0% |
| Q4 2015 | $347,000 | -32.9% | 9,040 | -34.0% | 0.01% | -37.5% |
| Q3 2015 | $517,000 | -17.1% | 13,690 | -6.8% | 0.01% | -11.1% |
| Q2 2015 | $624,000 | -3.0% | 14,690 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $643,000 | +0.2% | 14,690 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $642,000 | -40.8% | 14,690 | -42.5% | 0.01% | -43.8% |
| Q3 2014 | $1,085,000 | -10.3% | 25,544 | -8.0% | 0.02% | -5.9% |
| Q2 2014 | $1,209,000 | +20.7% | 27,759 | +14.3% | 0.02% | +13.3% |
| Q1 2014 | $1,002,000 | +25.1% | 24,295 | +22.0% | 0.02% | +25.0% |
| Q4 2013 | $801,000 | – | 19,919 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Midwest Heritage Bank, FSB | 258,797 | $16,764,887 | 12.59% |
| Holistic Financial Partners | 133,122 | $8,623,622 | 5.72% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 84,980 | $5,504,996 | 5.14% |
| IAMS WEALTH MANAGEMENT, LLC | 63,524 | $4,115,085 | 2.85% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 58,382 | $3,781,970 | 2.10% |
| Blackhawk Capital Partners LLC. | 30,906 | $2,002,091 | 1.46% |
| Secure Asset Management, LLC | 57,973 | $3,755,513 | 1.12% |
| Triton Wealth Management, PLLC | 24,293 | $1,587,820 | 1.07% |
| Coppell Advisory Solutions LLC | 46,844 | $3,082,835 | 1.06% |
| Kowal Investment Group, LLC | 54,360 | $3,521,433 | 0.95% |