FIRST TR LRG CP VL ALPHADEX's ticker is FTA and the CUSIP is 33735J101. A total of 181 filers reported holding FIRST TR LRG CP VL ALPHADEX in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $2,580,000 | -3.0% | 48,926 | +0.5% | 0.26% | -4.0% |
| Q4 2017 | $2,660,000 | +9.0% | 48,686 | +2.0% | 0.27% | 0.0% |
| Q3 2017 | $2,440,000 | +4.0% | 47,736 | +2.0% | 0.27% | -2.2% |
| Q2 2017 | $2,347,000 | +29.7% | 46,781 | +27.4% | 0.28% | +23.0% |
| Q1 2017 | $1,810,000 | +35.1% | 36,712 | +28.4% | 0.23% | +21.5% |
| Q4 2016 | $1,340,000 | +19.1% | 28,599 | +8.2% | 0.19% | +12.7% |
| Q3 2016 | $1,125,000 | +15.5% | 26,420 | +8.2% | 0.16% | +5.8% |
| Q2 2016 | $974,000 | +13.9% | 24,417 | +16.1% | 0.16% | +11.4% |
| Q1 2016 | $855,000 | +1.3% | 21,040 | -4.2% | 0.14% | -4.1% |
| Q4 2015 | $844,000 | -15.6% | 21,957 | -17.1% | 0.15% | -30.1% |
| Q3 2015 | $1,000,000 | -5.2% | 26,479 | +6.5% | 0.21% | -11.4% |
| Q2 2015 | $1,055,000 | +8.9% | 24,857 | +12.2% | 0.24% | -7.8% |
| Q1 2015 | $969,000 | +805.6% | 22,146 | +804.3% | 0.26% | +611.1% |
| Q4 2014 | $107,000 | – | 2,449 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Midwest Heritage Bank, FSB | 160,355 | $9,960,000 | 9.01% |
| Sterling Manor Financial, LLC | 110,571 | $6,868,000 | 8.41% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 91,932 | $5,710,000 | 5.16% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 68,079 | $4,228,000 | 2.34% |
| Triton Wealth Management, PLLC | 41,207 | $2,704,000 | 1.90% |
| Kowal Investment Group, LLC | 74,018 | $4,597,000 | 1.51% |
| S.C. Financial Services, Inc. | 15,711 | $976,000 | 1.50% |
| Eukles Asset Management | 30,385 | $1,887,000 | 1.20% |
| Laurel Wealth Advisors, Inc. | 187,125 | $11,622,000 | 1.19% |
| SignalPoint Asset Management, LLC | 40,321 | $2,504,000 | 0.92% |