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 ↓ |
|---|---|---|---|
| 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% |