Concorde Asset Management, LLC - FIRST TR LRG CP VL ALPHADEX ownership

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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%.

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Quarter-by-quarter ownership
Concorde Asset Management, LLC ownership history of FIRST TR LRG CP VL ALPHADEX
ValueSharesWeighting
Q3 2023$444,838
-4.3%
6,867
-1.5%
0.40%
-6.5%
Q2 2023$464,887
+14.9%
6,972
+13.4%
0.43%
+19.2%
Q4 2022$404,678
+7.9%
6,149
-5.5%
0.36%
-14.3%
Q3 2022$375,000
-3.4%
6,505
+4.2%
0.42%
-28.2%
Q2 2022$388,000
-13.2%
6,242
-1.5%
0.58%
+97.0%
Q1 2022$447,000
-1.1%
6,334
-2.1%
0.30%
+10.0%
Q4 2021$452,000
-2.8%
6,467
-10.4%
0.27%
+0.7%
Q3 2021$465,000
+12.0%
7,216
+14.0%
0.27%
+15.0%
Q2 2021$415,000
+0.2%
6,328
-2.6%
0.23%
-2.5%
Q1 2021$414,000
-9.0%
6,499
-21.6%
0.24%
-5.5%
Q4 2020$455,000
+25.7%
8,292
+6.6%
0.25%
+22.2%
Q3 2020$362,000
+55.4%
7,776
+51.4%
0.21%
+6.2%
Q2 2020$233,000
-4.9%
5,137
+18.3%
0.20%
+14.7%
Q4 2019$245,000
+5.2%
4,343
-3.9%
0.17%
+12.6%
Q1 2019$233,000
+15.3%
4,521
+3.2%
0.15%
-11.7%
Q4 2018$202,000
-17.2%
4,380
-2.8%
0.17%
-28.2%
Q3 2018$244,000–4,507–0.24%–
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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