FIRST TR LRG CP VL ALPHADEX's ticker is FTA and the CUSIP is 33735J101. A total of 193 filers reported holding FIRST TR LRG CP VL ALPHADEX in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,569,888 | -3.8% | 21,330 | -0.1% | 0.02% | -5.6% |
| Q1 2024 | $1,631,477 | +8.7% | 21,360 | +0.8% | 0.02% | -5.3% |
| Q4 2023 | $1,501,100 | +8.7% | 21,190 | -0.6% | 0.02% | -5.0% |
| Q3 2023 | $1,381,110 | +0.9% | 21,320 | +3.9% | 0.02% | 0.0% |
| Q2 2023 | $1,368,807 | +307.0% | 20,528 | +305.3% | 0.02% | +300.0% |
| Q1 2023 | $336,296 | +41.2% | 5,065 | +39.9% | 0.01% | +25.0% |
| Q4 2022 | $238,232 | +12.9% | 3,620 | +20.9% | 0.00% | +33.3% |
| Q1 2022 | $211,000 | – | 2,995 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TOTAL INVESTMENT MANAGEMENT INC | 995,012 | $51,313,000 | 10.40% |
| Peak Capital Management LLC | 128,462 | $6,624,000 | 4.44% |
| Riverpoint Wealth Management Holdings, LLC | 177,782 | $9,168,000 | 4.05% |
| Gladstone Institutional Advisory LLC | 187,978 | $9,694,000 | 2.47% |
| Eukles Asset Management | 51,541 | $2,658,000 | 2.30% |
| FOUNDERS FINANCIAL SECURITIES LLC | 83,870 | $4,325,000 | 1.38% |
| PFS INVESTMENTS INC. | 520,424 | $26,838,000 | 1.15% |
| Regal Investment Advisors LLC | 76,731 | $3,957,000 | 0.77% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 27,509 | $1,358,000 | 0.73% |
| Clearwater Capital Advisors, LLC | 72,473 | $3,737,000 | 0.66% |