FIRST TR LRG CP VL ALPHADEX's ticker is FTA and the CUSIP is 33735J101. A total of 123 filers reported holding FIRST TR LRG CP VL ALPHADEX in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $276,157 | -2.8% | 4,263 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $284,257 | -6.2% | 4,263 | -6.6% | 0.00% | 0.0% |
| Q1 2023 | $303,165 | -18.3% | 4,566 | -19.0% | 0.00% | -50.0% |
| Q4 2022 | $370,906 | +55.2% | 5,636 | +35.8% | 0.00% | +100.0% |
| Q3 2022 | $239,000 | -7.4% | 4,149 | 0.0% | 0.00% | -50.0% |
| Q2 2022 | $258,000 | -9.5% | 4,149 | +2.8% | 0.00% | 0.0% |
| Q1 2022 | $285,000 | -2.4% | 4,035 | -3.5% | 0.00% | 0.0% |
| Q4 2021 | $292,000 | +8.6% | 4,181 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $269,000 | +647.2% | 4,181 | +514.0% | 0.00% | +100.0% |
| Q2 2019 | $36,000 | – | 681 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Riverpoint Wealth Management Holdings, LLC | 184,481 | $9,463,000 | 6.22% |
| HAYS ADVISORY LLC | 134,448 | $6,872,000 | 1.99% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 47,817 | $2,444,000 | 1.40% |
| Clearwater Capital Advisors, LLC | 101,202 | $5,193,000 | 1.21% |
| First Capital Advisors Group, LLC. | 33,969 | $1,736,000 | 1.19% |
| Regal Investment Advisors LLC | 78,634 | $4,019,000 | 0.94% |
| WINTRUST INVESTMENTS LLC | 69,431 | $3,549,000 | 0.90% |
| Voya Financial Advisors, Inc. | 186,976 | $9,538,000 | 0.64% |
| Kingsview Wealth Management, LLC | 15,601 | $797,000 | 0.35% |
| StoneX Group Inc. | 5,499 | $281,000 | 0.35% |