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 Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,555,017 | +230.2% | 23,999 | +240.2% | 0.06% | +233.3% |
| Q2 2023 | $470,904 | -11.8% | 7,055 | -12.2% | 0.02% | -18.2% |
| Q1 2023 | $533,915 | +23.8% | 8,034 | +22.6% | 0.02% | 0.0% |
| Q4 2022 | $431,334 | +27.2% | 6,554 | +11.6% | 0.02% | +22.2% |
| Q3 2022 | $339,000 | +46.8% | 5,871 | +58.1% | 0.02% | +50.0% |
| Q2 2022 | $231,000 | -36.0% | 3,714 | -27.4% | 0.01% | -20.0% |
| Q1 2022 | $361,000 | +11.1% | 5,114 | +9.9% | 0.02% | +7.1% |
| Q4 2021 | $325,000 | +15.7% | 4,654 | +6.9% | 0.01% | 0.0% |
| Q3 2021 | $281,000 | +2.2% | 4,353 | +3.8% | 0.01% | 0.0% |
| Q2 2021 | $275,000 | +15.5% | 4,195 | +12.2% | 0.01% | 0.0% |
| Q1 2021 | $238,000 | +1730.8% | 3,738 | +1269.2% | 0.01% | +180.0% |
| Q3 2020 | $13,000 | – | 273 | – | 0.01% | – |
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% |