FIRST TR LRG CP VL ALPHADEX's ticker is FTA and the CUSIP is 33735J101. A total of 113 filers reported holding FIRST TR LRG CP VL ALPHADEX in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $3,245,000 | -25.0% | 57,427 | -31.5% | 1.10% | -20.4% |
| Q3 2019 | $4,325,000 | +3.8% | 83,870 | +5.0% | 1.38% | +0.6% |
| Q2 2019 | $4,166,000 | +13.8% | 79,891 | +12.5% | 1.37% | +18.2% |
| Q1 2019 | $3,662,000 | +41.6% | 71,002 | +26.9% | 1.16% | +23.7% |
| Q4 2018 | $2,587,000 | +7.9% | 55,963 | +26.3% | 0.94% | +40.8% |
| Q3 2018 | $2,398,000 | +16.4% | 44,297 | +12.5% | 0.67% | +5.0% |
| Q2 2018 | $2,060,000 | +31.0% | 39,377 | +32.1% | 0.63% | +24.8% |
| Q1 2018 | $1,572,000 | +3.8% | 29,804 | +7.6% | 0.51% | +0.8% |
| Q4 2017 | $1,514,000 | – | 27,709 | – | 0.50% | – |
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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% |