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 | $393,798 | -4.0% | 6,079 | -1.2% | 0.07% | -2.7% |
| Q2 2023 | $410,349 | +1.3% | 6,154 | +0.8% | 0.07% | -2.7% |
| Q1 2023 | $405,282 | +2.5% | 6,104 | +1.6% | 0.08% | -13.8% |
| Q4 2022 | $395,452 | +91.0% | 6,009 | +80.2% | 0.09% | +81.2% |
| Q2 2022 | $207,000 | -1.9% | 3,334 | +1.9% | 0.05% | +26.3% |
| Q3 2021 | $211,000 | -61.6% | 3,273 | -60.9% | 0.04% | -62.0% |
| Q2 2021 | $550,000 | – | 8,377 | – | 0.10% | – |
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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% |