FIRST TR LRG CP VL ALPHADEX's ticker is FTA and the CUSIP is 33735J101. A total of 67 filers reported holding FIRST TR LRG CP VL ALPHADEX in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $15,235 | -23.8% | 207 | -42.0% | 0.00% | -100.0% |
| Q4 2019 | $20,000 | +5.3% | 357 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $19,000 | +11.8% | 357 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $17,000 | -92.6% | 357 | -93.2% | 0.00% | -93.3% |
| Q4 2015 | $230,000 | +13.3% | 5,257 | +9.8% | 0.02% | -37.5% |
| Q2 2015 | $203,000 | -2.9% | 4,787 | – | 0.02% | -7.7% |
| Q1 2015 | $209,000 | 0.0% | 0 | -100.0% | 0.03% | 0.0% |
| Q4 2014 | $209,000 | -13.3% | 4,787 | -15.7% | 0.03% | -16.1% |
| Q3 2014 | $241,000 | +15.9% | 5,680 | +19.1% | 0.03% | +14.8% |
| Q2 2014 | $208,000 | – | 4,769 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kaydan Wealth Management, Inc. | 379,160 | $27,906,176 | 9.89% |
| Midwest Heritage Bank, FSB | 187,638 | $13,810,189 | 6.98% |
| Holistic Financial Partners | 127,300 | $9,369,247 | 4.70% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 75,784 | $5,525,435 | 4.32% |
| City Center Advisors, LLC | 20,872 | $1,594,237 | 1.88% |
| IAMS WEALTH MANAGEMENT, LLC | 41,003 | $3,017,853 | 1.65% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 43,434 | $3,196,742 | 1.44% |
| RMR Capital Management, LLC | 19,844 | $1,460,532 | 1.33% |
| Coppell Advisory Solutions LLC | 92,594 | $6,814,947 | 1.12% |
| Trueblood Wealth Management, LLC | 25,835 | $1,901,456 | 1.07% |