FIRST TR LRG CP VL ALPHADEX's ticker is FTA and the CUSIP is 33735J101. A total of 179 filers reported holding FIRST TR LRG CP VL ALPHADEX in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
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 | 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% |