CAPTRUST FINANCIAL ADVISORS - FIRST TR LRG CP VL ALPHADEX ownership

FIRST TR LRG CP VL ALPHADEX's ticker is FTA and the CUSIP is 33735J101. A total of 181 filers reported holding FIRST TR LRG CP VL ALPHADEX in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of FIRST TR LRG CP VL ALPHADEX
ValueSharesWeighting
Q3 2023$276,157
-2.8%
4,2630.0%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%
4,1490.0%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%
4,1810.0%0.00%0.0%
Q3 2021$269,000
+647.2%
4,181
+514.0%
0.00%
+100.0%
Q2 2019$36,0006810.00%
Other shareholders
FIRST TR LRG CP VL ALPHADEX shareholders Q1 2023
NameSharesValueWeighting ↓
Kowal Investment Group, LLC 81,963$5,381,0001.94%
Eukles Asset Management 34,495$2,265,0001.26%
Investors Financial Group, LLC 23,492$1,542,0000.83%
Regal Investment Advisors LLC 83,604$5,489,0000.55%
SignalPoint Asset Management, LLC 24,008$1,576,0000.51%
StoneX Group Inc. 51,903$3,407,0000.50%
BHF RG Capital Inc. 9,080$596,0000.41%
LVZ, Inc. 40,778$2,677,0000.39%
Jaffetilchin Investment Partners, LLC 83,058$5,453,0000.38%
Pinnacle Family Advisors, LLC 11,628$763,0000.33%
View complete list of FIRST TR LRG CP VL ALPHADEX shareholders