FIRST TR LRG CP VL ALPHADEX's ticker is FTA and the CUSIP is 33735J101. A total of 2 filers reported holding FIRST TR LRG CP VL ALPHADEX in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $357,928 | +22.3% | 5,650 | +33.9% | 0.03% | +26.9% |
| Q2 2023 | $292,642 | -19.2% | 4,221 | -48.2% | 0.03% | -88.2% |
| Q2 2020 | $362,000 | +14.6% | 8,144 | +0.0% | 0.22% | -6.4% |
| Q1 2020 | $316,000 | -31.3% | 8,142 | +0.0% | 0.24% | -21.6% |
| Q4 2019 | $460,000 | +15.6% | 8,141 | +0.0% | 0.30% | -8.5% |
| Q3 2019 | $398,000 | -6.4% | 8,140 | +0.0% | 0.33% | -19.2% |
| Q2 2019 | $425,000 | -0.9% | 8,138 | +0.0% | 0.41% | -11.7% |
| Q1 2019 | $429,000 | +14.1% | 8,137 | +0.0% | 0.46% | -7.4% |
| Q4 2018 | $376,000 | – | 8,135 | – | 0.50% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TOTAL INVESTMENT MANAGEMENT INC | 998,283 | $36,737,000 | 10.36% |
| Kowal Investment Group, LLC | 95,247 | $6,063,000 | 2.45% |
| Eukles Asset Management | 33,936 | $2,160,000 | 1.40% |
| Cascadia Advisory Services, LLC | 81,517 | $5,189,000 | 1.15% |
| Investors Financial Group, LLC | 25,572 | $1,628,000 | 0.95% |
| Synergy Asset Management, LLC | 32,181 | $2,049,000 | 0.61% |
| Jaffetilchin Investment Partners, LLC | 76,696 | $4,882,000 | 0.58% |
| BHF RG Capital Inc. | 9,054 | $576,000 | 0.43% |
| Pinnacle Family Advisors, LLC | 10,550 | $672,000 | 0.35% |
| LVZ, Inc. | 35,565 | $2,264,000 | 0.35% |