FIRST TR LRG CP VL ALPHADEX's ticker is FTA and the CUSIP is 33735J101. A total of 153 filers reported holding FIRST TR LRG CP VL ALPHADEX in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $516,685 | -3.8% | 7,976 | -1.0% | 0.01% | -8.3% |
| Q2 2023 | $537,241 | -1.9% | 8,057 | -2.3% | 0.01% | -7.7% |
| Q1 2023 | $547,369 | -2.0% | 8,244 | -2.9% | 0.01% | -18.8% |
| Q4 2022 | $558,464 | +14.2% | 8,486 | 0.0% | 0.02% | -11.1% |
| Q3 2022 | $489,000 | -7.2% | 8,486 | 0.0% | 0.02% | -21.7% |
| Q2 2022 | $527,000 | +39.8% | 8,486 | +58.6% | 0.02% | +64.3% |
| Q1 2022 | $377,000 | +67.6% | 5,349 | +66.0% | 0.01% | +75.0% |
| Q4 2021 | $225,000 | +8.2% | 3,223 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $208,000 | -1.9% | 3,223 | 0.0% | 0.01% | -11.1% |
| Q2 2021 | $212,000 | +3.4% | 3,223 | 0.0% | 0.01% | -10.0% |
| Q1 2021 | $205,000 | – | 3,223 | – | 0.01% | – |
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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% |