FIRST TR LRG CP VL ALPHADEX's ticker is FTA and the CUSIP is 33735J101. A total of 91 filers reported holding FIRST TR LRG CP VL ALPHADEX in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $169,000 | -3.4% | 3,377 | -4.6% | 0.04% | -19.1% |
| Q1 2017 | $175,000 | +9.4% | 3,540 | +3.7% | 0.05% | +20.5% |
| Q4 2016 | $160,000 | +1.3% | 3,413 | -8.0% | 0.04% | 0.0% |
| Q3 2016 | $158,000 | -3.7% | 3,711 | -9.6% | 0.04% | -11.4% |
| Q2 2016 | $164,000 | -8.9% | 4,105 | -7.3% | 0.04% | -15.4% |
| Q1 2016 | $180,000 | +28.6% | 4,427 | +21.7% | 0.05% | +23.8% |
| Q4 2015 | $140,000 | +180.0% | 3,639 | +172.8% | 0.04% | +162.5% |
| Q3 2015 | $50,000 | +6.4% | 1,334 | +21.3% | 0.02% | +23.1% |
| Q2 2015 | $47,000 | +20.5% | 1,100 | +22.2% | 0.01% | +18.2% |
| Q1 2015 | $39,000 | +18.2% | 900 | +18.4% | 0.01% | +57.1% |
| Q4 2014 | $33,000 | +3.1% | 760 | +0.3% | 0.01% | +16.7% |
| Q3 2014 | $32,000 | -3.0% | 758 | +0.1% | 0.01% | 0.0% |
| Q2 2014 | $33,000 | +6.5% | 757 | +0.1% | 0.01% | 0.0% |
| Q1 2014 | $31,000 | +55.0% | 756 | +51.2% | 0.01% | +100.0% |
| Q4 2013 | $20,000 | +11.1% | 500 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $18,000 | +5.9% | 500 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $17,000 | – | 500 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Midwest Heritage Bank, FSB | 258,797 | $16,764,887 | 12.59% |
| Holistic Financial Partners | 133,122 | $8,623,622 | 5.72% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 84,980 | $5,504,996 | 5.14% |
| IAMS WEALTH MANAGEMENT, LLC | 63,524 | $4,115,085 | 2.85% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 58,382 | $3,781,970 | 2.10% |
| Blackhawk Capital Partners LLC. | 30,906 | $2,002,091 | 1.46% |
| Secure Asset Management, LLC | 57,973 | $3,755,513 | 1.12% |
| Triton Wealth Management, PLLC | 24,293 | $1,587,820 | 1.07% |
| Coppell Advisory Solutions LLC | 46,844 | $3,082,835 | 1.06% |
| Kowal Investment Group, LLC | 54,360 | $3,521,433 | 0.95% |