ALPHA ARCHITECT ETF TR's ticker is FRDM and the CUSIP is 02072L607. A total of 31 filers reported holding ALPHA ARCHITECT ETF TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,587 | +299.7% | 56,074 | +342.5% | 0.01% | +250.0% |
Q2 2023 | $397 | +40.3% | 12,672 | +31.8% | 0.00% | +100.0% |
Q1 2023 | $283 | +13.7% | 9,617 | +6.6% | 0.00% | 0.0% |
Q4 2022 | $249 | -99.9% | 9,025 | +0.5% | 0.00% | 0.0% |
Q3 2022 | $224,000 | -14.2% | 8,980 | -5.0% | 0.00% | 0.0% |
Q2 2022 | $261,000 | -13.3% | 9,454 | +7.5% | 0.00% | 0.0% |
Q1 2022 | $301,000 | +5.6% | 8,796 | +2.1% | 0.00% | 0.0% |
Q4 2021 | $285,000 | +38.3% | 8,613 | +43.1% | 0.00% | 0.0% |
Q2 2021 | $206,000 | – | 6,017 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Stegent Equity Advisors, Inc. | 157,884 | $4,950,426 | 5.54% |
Retirement Planning Group, LLC | 1,711,680 | $53,669,735 | 5.36% |
Coyle Financial Counsel LLC | 354,145 | $11,104,228 | 4.99% |
Intelligence Driven Advisers, LLC | 812,240 | $25,049,487 | 4.39% |
Bull Oak Capital, LLC | 168,366 | $5,279,118 | 3.86% |
QUARRY HILL ADVISORS, LLC | 95,300 | $2,988,127 | 2.70% |
Smallwood Wealth Investment Management, LLC | 83,937 | $2,631,851 | 2.35% |
Kathmere Capital Management, LLC | 429,243 | $13,458,930 | 2.09% |
Smith Anglin Financial, LLC | 486,833 | $15,264,640 | 1.85% |
TrueWealth Advisors, LLC | 141,704 | $4,443,130 | 1.82% |