UBS Group AG - 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 160 filers reported holding FIRST TR LRG CP VL ALPHADEX in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
UBS Group AG ownership history of FIRST TR LRG CP VL ALPHADEX
ValueSharesWeighting
Q3 2023$64,437,832
-0.8%
994,718
+2.1%
0.02%0.0%
Q2 2023$64,983,927
-10.6%
974,564
-10.9%
0.02%
-18.5%
Q1 2023$72,650,171
+2.8%
1,094,195
+1.9%
0.03%
+3.8%
Q4 2022$70,652,629
+14.8%
1,073,585
+0.6%
0.03%
-3.7%
Q3 2022$61,562,000
-4.2%
1,067,302
+3.1%
0.03%
+3.8%
Q2 2022$64,289,000
-12.8%
1,035,080
-1.0%
0.03%
+4.0%
Q1 2022$73,708,000
+2.3%
1,045,200
+1.4%
0.02%
+19.0%
Q4 2021$72,029,000
-6.1%
1,030,753
-13.5%
0.02%
-12.5%
Q3 2021$76,727,000
+14.5%
1,191,042
+16.7%
0.02%
+9.1%
Q2 2021$66,998,000
+5.5%
1,020,536
+2.2%
0.02%
+4.8%
Q1 2021$63,532,000
+25.6%
998,105
+8.4%
0.02%
+23.5%
Q4 2020$50,569,000
+21.1%
920,608
+2.9%
0.02%
+6.2%
Q3 2020$41,742,000
+9.1%
894,413
+6.3%
0.02%0.0%
Q2 2020$38,270,000
+13.1%
841,638
-8.5%
0.02%0.0%
Q1 2020$33,840,000
-55.1%
919,568
-31.0%
0.02%
-38.5%
Q4 2019$75,363,000
+7.9%
1,333,630
-1.5%
0.03%
-3.7%
Q3 2019$69,831,000
-17.9%
1,354,113
-17.0%
0.03%
-18.2%
Q2 2019$85,053,000
-6.6%
1,631,247
-7.6%
0.03%
-13.2%
Q1 2019$91,068,000
+20.6%
1,765,904
+8.1%
0.04%
+11.8%
Q4 2018$75,530,000
-14.4%
1,633,778
+0.3%
0.03%
-2.9%
Q3 2018$88,223,000
-1.4%
1,629,481
-4.7%
0.04%
-10.3%
Q2 2018$89,442,000
+0.1%
1,709,511
+1.0%
0.04%0.0%
Q1 2018$89,312,000
-32.9%
1,693,421
-30.5%
0.04%
-29.1%
Q4 2017$133,043,000
+7.7%
2,435,344
+0.8%
0.06%
-3.5%
Q3 2017$123,526,000
+10.3%
2,416,858
+8.3%
0.06%
-1.7%
Q2 2017$112,009,000
-0.4%
2,232,142
-2.1%
0.06%
-4.9%
Q1 2017$112,457,000
-11.5%
2,281,068
-15.8%
0.06%
-12.9%
Q4 2016$127,044,000
+25.1%
2,710,559
+13.7%
0.07%
+14.8%
Q3 2016$101,545,000
+0.4%
2,384,818
-5.9%
0.06%
-4.7%
Q2 2016$101,119,000
-9.7%
2,534,935
-8.0%
0.06%
-14.7%
Q1 2016$112,003,000
+15.6%
2,755,991
+9.4%
0.08%
+19.0%
Q4 2015$96,847,000
-17.9%
2,519,442
-19.4%
0.06%
-25.0%
Q3 2015$118,001,000
-15.8%
3,125,015
-5.3%
0.08%
-9.7%
Q2 2015$140,076,000
+56.7%
3,299,780
+61.5%
0.09%
+50.0%
Q1 2015$89,364,000
+3.7%
2,042,604
+3.7%
0.06%
+3.3%
Q4 2014$86,153,0001,970,5550.06%
Other shareholders
FIRST TR LRG CP VL ALPHADEX shareholders Q2 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