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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $400,416 | +11.9% | 5,650 | 0.0% | 0.03% | -6.1% |
| 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% | – |
Download | ||||||
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% |