CWM, LLC - 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 157 filers reported holding FIRST TR LRG CP VL ALPHADEX in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
CWM, LLC ownership history of FIRST TR LRG CP VL ALPHADEX
ValueSharesWeighting
Q3 2023$86
+10.3%
1,320
+12.5%
0.00%
Q2 2023$780.0%1,1730.0%0.00%
-100.0%
Q1 2023$78
+1.3%
1,1730.0%0.00%0.0%
Q4 2022$77
-99.9%
1,173
-18.3%
0.00%0.0%
Q3 2022$83,000
-6.7%
1,4360.0%0.00%0.0%
Q2 2022$89,000
-11.9%
1,4360.0%0.00%0.0%
Q1 2022$101,000
+461.1%
1,436
+446.0%
0.00%
Q4 2021$18,000
+5.9%
2630.0%0.00%
Q2 2021$17,0000.0%2630.0%0.00%
Q1 2021$17,0000.0%2630.0%0.00%
Q4 2020$17,0000.0%2630.0%0.00%
Q3 2020$17,0000.0%2630.0%0.00%
Q2 2020$17,0000.0%2630.0%0.00%
Q1 2020$17,0000.0%2630.0%0.00%
Q4 2019$17,0000.0%2630.0%0.00%
Q3 2019$17,0000.0%2630.0%0.00%
Q2 2019$17,0000.0%2630.0%0.00%
Q1 2019$17,000
-46.9%
263
-62.4%
0.00%
-100.0%
Q4 2018$32,000
-15.8%
7000.0%0.00%0.0%
Q3 2018$38,000
+2.7%
7000.0%0.00%0.0%
Q2 2018$37,000
+362.5%
700
+291.1%
0.00%
Q4 2016$8,000
-46.7%
179
-49.3%
0.00%
-100.0%
Q3 2016$15,000
+7.1%
3530.0%0.00%0.0%
Q2 2016$14,000
+250.0%
353
+283.7%
0.00%
Q4 2015$4,000920.00%
Other shareholders
FIRST TR LRG CP VL ALPHADEX shareholders Q1 2022
NameSharesValueWeighting ↓
Midwest Heritage Bank, FSB 258,797$16,764,88712.59%
Holistic Financial Partners 133,122$8,623,6225.72%
COTTONWOOD CAPITAL ADVISORS, LLC 84,980$5,504,9965.14%
IAMS WEALTH MANAGEMENT, LLC 63,524$4,115,0852.85%
FSB PREMIER WEALTH MANAGEMENT, INC. 58,382$3,781,9702.10%
Blackhawk Capital Partners LLC. 30,906$2,002,0911.46%
Secure Asset Management, LLC 57,973$3,755,5131.12%
Triton Wealth Management, PLLC 24,293$1,587,8201.07%
Coppell Advisory Solutions LLC 46,844$3,082,8351.06%
Kowal Investment Group, LLC 54,360$3,521,4330.95%
View complete list of FIRST TR LRG CP VL ALPHADEX shareholders