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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,190,858 | +266311.2% | 18,383 | +174.4% | 0.26% | +259.7% |
| Q2 2023 | $447 | -2.0% | 6,699 | -2.4% | 0.07% | -4.0% |
| Q1 2023 | $456 | +0.7% | 6,865 | -0.3% | 0.08% | -11.8% |
| Q4 2022 | $453 | -100.0% | 6,884 | -62.6% | 0.08% | -67.2% |
| Q3 2022 | $1,190,858 | +170.0% | 18,383 | +169.0% | 0.26% | +161.6% |
| Q2 2022 | $441,000 | -79.0% | 6,834 | -77.0% | 0.10% | -76.8% |
| Q1 2022 | $2,097,000 | – | 29,654 | – | 0.43% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Riverpoint Wealth Management Holdings, LLC | 184,481 | $9,463,000 | 6.22% |
| HAYS ADVISORY LLC | 134,448 | $6,872,000 | 1.99% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 47,817 | $2,444,000 | 1.40% |
| Clearwater Capital Advisors, LLC | 101,202 | $5,193,000 | 1.21% |
| First Capital Advisors Group, LLC. | 33,969 | $1,736,000 | 1.19% |
| Regal Investment Advisors LLC | 78,634 | $4,019,000 | 0.94% |
| WINTRUST INVESTMENTS LLC | 69,431 | $3,549,000 | 0.90% |
| Voya Financial Advisors, Inc. | 186,976 | $9,538,000 | 0.64% |
| Kingsview Wealth Management, LLC | 15,601 | $797,000 | 0.35% |
| StoneX Group Inc. | 5,499 | $281,000 | 0.35% |