AE Wealth 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 123 filers reported holding FIRST TR LRG CP VL ALPHADEX in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

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Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of FIRST TR LRG CP VL ALPHADEX
ValueSharesWeighting
Q3 2023$6,513,622
-4.1%
100,550
-1.3%
0.04%
-4.9%
Q2 2023$6,792,331
+12.6%
101,865
+12.1%
0.04%
+5.1%
Q1 2023$6,031,390
+13.1%
90,840
+12.1%
0.04%0.0%
Q4 2022$5,334,722
+157.5%
81,062
+125.6%
0.04%
+143.8%
Q3 2022$2,072,000
+13.1%
35,924
+21.8%
0.02%
+6.7%
Q2 2022$1,832,000
+16.4%
29,499
+32.2%
0.02%
+36.4%
Q1 2022$1,574,000
+33.5%
22,318
+32.3%
0.01%
+37.5%
Q4 2021$1,179,000
+51.9%
16,875
+40.1%
0.01%
+33.3%
Q3 2021$776,000
+38.3%
12,049
+41.1%
0.01%
+20.0%
Q2 2021$561,000
-8.0%
8,542
-10.9%
0.01%
-16.7%
Q1 2021$610,000
+2.5%
9,591
-11.5%
0.01%
-14.3%
Q4 2020$595,000
-3.6%
10,835
-18.1%
0.01%
-22.2%
Q3 2020$617,000
+65.0%
13,223
+60.7%
0.01%
+50.0%
Q2 2020$374,000
-49.9%
8,227
-59.4%
0.01%
-64.7%
Q1 2020$746,000
-26.1%
20,279
+13.6%
0.02%
-22.7%
Q4 2019$1,009,000
+250.3%
17,849
+219.9%
0.02%
+175.0%
Q3 2019$288,000
-73.1%
5,580
-72.8%
0.01%
-75.0%
Q2 2019$1,069,000–20,498–0.03%–
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Other shareholders
FIRST TR LRG CP VL ALPHADEX shareholders Q4 2020
NameSharesValueWeighting ↓
Kowal Investment Group, LLC 81,963$5,381,0001.94%
Eukles Asset Management 34,495$2,265,0001.26%
Investors Financial Group, LLC 23,492$1,542,0000.83%
Regal Investment Advisors LLC 83,604$5,489,0000.55%
SignalPoint Asset Management, LLC 24,008$1,576,0000.51%
StoneX Group Inc. 51,903$3,407,0000.50%
BHF RG Capital Inc. 9,080$596,0000.41%
LVZ, Inc. 40,778$2,677,0000.39%
Jaffetilchin Investment Partners, LLC 83,058$5,453,0000.38%
Pinnacle Family Advisors, LLC 11,628$763,0000.33%
View complete list of FIRST TR LRG CP VL ALPHADEX shareholders