FIRST TR LRG CP VL ALPHADEX's ticker is FTA and the CUSIP is 33735J101. A total of 126 filers reported holding FIRST TR LRG CP VL ALPHADEX in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $16,000 | 0.0% | 256 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $16,000 | +166.7% | 256 | +115.1% | 0.00% | – |
| Q4 2019 | $6,000 | -99.0% | 119 | -99.0% | 0.00% | -100.0% |
| Q2 2018 | $607,000 | -13.3% | 11,622 | -12.9% | 0.05% | -25.0% |
| Q1 2018 | $700,000 | -18.6% | 13,336 | -14.2% | 0.07% | -17.1% |
| Q4 2017 | $860,000 | -11.2% | 15,542 | -17.5% | 0.08% | -18.0% |
| Q3 2017 | $968,000 | -8.8% | 18,837 | -10.3% | 0.10% | -13.0% |
| Q2 2017 | $1,061,000 | -30.6% | 20,989 | -32.0% | 0.12% | -33.9% |
| Q1 2017 | $1,529,000 | – | 30,853 | – | 0.17% | – |
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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% |