FIRST TR LRG CP VL ALPHADEX's ticker is FTA and the CUSIP is 33735J101. A total of 2 filers reported holding FIRST TR LRG CP VL ALPHADEX in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
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 ↓ |
|---|---|---|---|
| Riverpoint Wealth Management Holdings, LLC | 184,481 | $9,463,000 | 6.22% |
| HAYS ADVISORY LLC | 134,448 | $6,872,000 | 1.99% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 47,817 | $2,444,000 | 1.40% |
| Clearwater Capital Advisors, LLC | 101,202 | $5,193,000 | 1.21% |
| First Capital Advisors Group, LLC. | 33,969 | $1,736,000 | 1.19% |
| Regal Investment Advisors LLC | 78,634 | $4,019,000 | 0.94% |
| WINTRUST INVESTMENTS LLC | 69,431 | $3,549,000 | 0.90% |
| Voya Financial Advisors, Inc. | 186,976 | $9,538,000 | 0.64% |
| Kingsview Wealth Management, LLC | 15,601 | $797,000 | 0.35% |
| StoneX Group Inc. | 5,499 | $281,000 | 0.35% |