Mutual Advisors, LLC - 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 157 filers reported holding FIRST TR LRG CP VL ALPHADEX in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Mutual Advisors, LLC ownership history of FIRST TR LRG CP VL ALPHADEX
ValueSharesWeighting
Q3 2023$468,100
-2.8%
7,2260.0%0.02%0.0%
Q2 2023$481,830
+0.4%
7,2260.0%0.02%
-10.0%
Q1 2023$479,778
+1.2%
7,226
+0.3%
0.02%
-4.8%
Q4 2022$474,293
-2.0%
7,207
-14.0%
0.02%
-16.0%
Q3 2022$484,000
-6.6%
8,383
+0.5%
0.02%
-26.5%
Q2 2022$518,000
-13.7%
8,338
-2.0%
0.03%0.0%
Q1 2022$600,000
-0.8%
8,505
-1.7%
0.03%
+6.2%
Q4 2021$605,000
+11.0%
8,655
+2.4%
0.03%0.0%
Q3 2021$545,000
-1.4%
8,455
+0.3%
0.03%
-3.0%
Q2 2021$553,000
+4.1%
8,428
+1.0%
0.03%
-8.3%
Q1 2021$531,000
+19.1%
8,344
+2.8%
0.04%
+9.1%
Q4 2020$446,000
+21.5%
8,115
+3.3%
0.03%
+3.1%
Q3 2020$367,000
+12.6%
7,855
+9.5%
0.03%0.0%
Q2 2020$326,000
+56.7%
7,174
+26.9%
0.03%
+14.3%
Q1 2020$208,000
-30.0%
5,653
+7.5%
0.03%
-12.5%
Q4 2019$297,000
+8.4%
5,258
-0.9%
0.03%
-11.1%
Q3 2019$274,0005,3050.04%
Other shareholders
FIRST TR LRG CP VL ALPHADEX shareholders Q1 2022
NameSharesValueWeighting ↓
Midwest Heritage Bank, FSB 160,355$9,960,0009.01%
Sterling Manor Financial, LLC 110,571$6,868,0008.41%
COTTONWOOD CAPITAL ADVISORS, LLC 91,932$5,710,0005.16%
FSB PREMIER WEALTH MANAGEMENT, INC. 68,079$4,228,0002.34%
Triton Wealth Management, PLLC 41,207$2,704,0001.90%
Kowal Investment Group, LLC 74,018$4,597,0001.51%
S.C. Financial Services, Inc. 15,711$976,0001.50%
Eukles Asset Management 30,385$1,887,0001.20%
Laurel Wealth Advisors, Inc. 187,125$11,622,0001.19%
SignalPoint Asset Management, LLC 40,321$2,504,0000.92%
View complete list of FIRST TR LRG CP VL ALPHADEX shareholders