FIRST TR LRG CP VL ALPHADEX's ticker is FTA and the CUSIP is 33735J101. A total of 53 filers reported holding FIRST TR LRG CP VL ALPHADEX in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $4,661,000 | -1.7% | 91,200 | -3.5% | 0.03% | -6.7% |
| Q2 2017 | $4,744,000 | +9.1% | 94,540 | +7.2% | 0.03% | +3.4% |
| Q1 2017 | $4,347,000 | +29.5% | 88,166 | +23.1% | 0.03% | +16.0% |
| Q4 2016 | $3,358,000 | +9.7% | 71,637 | -0.3% | 0.02% | +4.2% |
| Q3 2016 | $3,060,000 | +6.2% | 71,854 | -0.5% | 0.02% | 0.0% |
| Q2 2016 | $2,881,000 | -3.9% | 72,221 | -2.1% | 0.02% | -11.1% |
| Q1 2016 | $2,999,000 | +1.7% | 73,798 | -3.9% | 0.03% | -3.6% |
| Q4 2015 | $2,950,000 | +3.0% | 76,753 | +1.2% | 0.03% | -6.7% |
| Q3 2015 | $2,863,000 | -9.9% | 75,814 | +1.3% | 0.03% | -6.2% |
| Q2 2015 | $3,178,000 | +3.6% | 74,872 | +6.8% | 0.03% | 0.0% |
| Q1 2015 | $3,069,000 | +9.5% | 70,137 | +9.4% | 0.03% | +3.2% |
| Q4 2014 | $2,803,000 | +11.1% | 64,111 | +7.9% | 0.03% | 0.0% |
| Q3 2014 | $2,524,000 | -4.9% | 59,433 | -2.5% | 0.03% | -3.1% |
| Q2 2014 | $2,655,000 | +21.1% | 60,968 | +14.7% | 0.03% | +6.7% |
| Q1 2014 | $2,192,000 | +82.8% | 53,146 | +78.3% | 0.03% | +76.5% |
| Q4 2013 | $1,199,000 | +60.7% | 29,807 | +46.7% | 0.02% | +41.7% |
| Q3 2013 | $746,000 | +19.9% | 20,323 | +14.0% | 0.01% | +9.1% |
| Q2 2013 | $622,000 | – | 17,824 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Golden State Wealth Management, LLC | 1,006,379 | $56,870,000 | 10.87% |
| TOTAL INVESTMENT MANAGEMENT INC | 1,006,379 | $56,870,000 | 10.87% |
| Peak Capital Management LLC | 147,031 | $8,257,000 | 6.70% |
| Riverpoint Wealth Management Holdings, LLC | 130,779 | $7,390,000 | 2.93% |
| Eukles Asset Management | 53,921 | $3,047,000 | 2.48% |
| Gladstone Institutional Advisory LLC | 117,377 | $6,633,000 | 1.63% |
| Investors Financial Group, LLC | 27,611 | $1,560,000 | 1.27% |
| FOUNDERS FINANCIAL SECURITIES LLC | 57,427 | $3,245,000 | 1.10% |
| Regal Investment Advisors LLC | 80,596 | $4,554,000 | 0.82% |
| PFS INVESTMENTS INC. | 354,735 | $20,046,000 | 0.77% |