FIRST TR LRG CP VL ALPHADEX's ticker is FTA and the CUSIP is 33735J101. A total of 115 filers reported holding FIRST TR LRG CP VL ALPHADEX in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,292 | -99.9% | 19,948 | -11.4% | 0.13% | +3.2% |
| Q4 2019 | $1,272,000 | +297.5% | 22,518 | +267.1% | 0.12% | +552.6% |
| Q2 2019 | $320,000 | -53.0% | 6,134 | -52.8% | 0.02% | -36.7% |
| Q2 2018 | $681,000 | -16.3% | 13,001 | -18.3% | 0.03% | -25.0% |
| Q3 2017 | $814,000 | -46.8% | 15,922 | -54.5% | 0.04% | -76.2% |
| Q1 2015 | $1,530,000 | -10.1% | 34,955 | -10.2% | 0.17% | -19.6% |
| Q4 2014 | $1,702,000 | – | 38,919 | – | 0.21% | – |
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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% |