FIRST TR LRG CP VL ALPHADEX's ticker is FTA and the CUSIP is 33735J101. A total of 160 filers reported holding FIRST TR LRG CP VL ALPHADEX in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $202 | -9.0% | 3,026 | -9.6% | 0.01% | -9.1% |
| Q1 2023 | $222 | 0.0% | 3,347 | -0.6% | 0.01% | -8.3% |
| Q4 2022 | $222 | -99.9% | 3,366 | -0.4% | 0.01% | +9.1% |
| Q2 2022 | $210,000 | -11.8% | 3,378 | +0.1% | 0.01% | 0.0% |
| Q1 2022 | $238,000 | -39.4% | 3,373 | -40.0% | 0.01% | -35.3% |
| Q4 2021 | $393,000 | +8.6% | 5,621 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $362,000 | -2.2% | 5,621 | -0.2% | 0.02% | 0.0% |
| Q2 2021 | $370,000 | +1.4% | 5,633 | -1.9% | 0.02% | -15.0% |
| Q1 2021 | $365,000 | – | 5,741 | – | 0.02% | – |
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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% |