Carroll Financial Associates, Inc. - 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 114 filers reported holding FIRST TR LRG CP VL ALPHADEX in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Carroll Financial Associates, Inc. ownership history of FIRST TR LRG CP VL ALPHADEX
ValueSharesWeighting
Q4 2021$33,000
+6.5%
4900.0%0.00%0.0%
Q3 2021$31,000
-3.1%
4900.0%0.00%0.0%
Q2 2021$32,000
+3.2%
4900.0%0.00%0.0%
Q1 2021$31,000
+19.2%
4900.0%0.00%0.0%
Q4 2020$26,000
+18.2%
4900.0%0.00%0.0%
Q3 2020$22,0000.0%4900.0%0.00%0.0%
Q2 2020$22,000
+22.2%
4900.0%0.00%0.0%
Q1 2020$18,000
-33.3%
4900.0%0.00%0.0%
Q4 2019$27,000
+8.0%
4900.0%0.00%0.0%
Q3 2019$25,0000.0%4900.0%0.00%0.0%
Q2 2019$25,0000.0%4900.0%0.00%0.0%
Q1 2019$25,000
+8.7%
4900.0%0.00%
-33.3%
Q4 2018$23,000
-11.5%
4900.0%0.00%0.0%
Q3 2018$26,000
+4.0%
4900.0%0.00%0.0%
Q2 2018$25,0000.0%4900.0%0.00%0.0%
Q1 2018$25,000
-3.8%
4900.0%0.00%0.0%
Q4 2017$26,000
+4.0%
4900.0%0.00%0.0%
Q3 2017$25,000
+4.2%
4900.0%0.00%0.0%
Q2 2017$24,0000.0%4900.0%0.00%0.0%
Q1 2017$24,000
+9.1%
4900.0%0.00%0.0%
Q4 2016$22,000
+10.0%
4900.0%0.00%0.0%
Q3 2016$20,000
+5.3%
4900.0%0.00%0.0%
Q2 2016$19,0004900.00%
Other shareholders
FIRST TR LRG CP VL ALPHADEX shareholders Q2 2020
NameSharesValueWeighting ↓
Golden State Wealth Management, LLC 1,006,379$56,870,00010.87%
TOTAL INVESTMENT MANAGEMENT INC 1,006,379$56,870,00010.87%
Peak Capital Management LLC 147,031$8,257,0006.70%
Riverpoint Wealth Management Holdings, LLC 130,779$7,390,0002.93%
Eukles Asset Management 53,921$3,047,0002.48%
Gladstone Institutional Advisory LLC 117,377$6,633,0001.63%
Investors Financial Group, LLC 27,611$1,560,0001.27%
FOUNDERS FINANCIAL SECURITIES LLC 57,427$3,245,0001.10%
Regal Investment Advisors LLC 80,596$4,554,0000.82%
PFS INVESTMENTS INC. 354,735$20,046,0000.77%
View complete list of FIRST TR LRG CP VL ALPHADEX shareholders