Cypress Wealth Services, 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 109 filers reported holding FIRST TR LRG CP VL ALPHADEX in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Cypress Wealth Services, LLC ownership history of FIRST TR LRG CP VL ALPHADEX
ValueSharesWeighting
Q1 2021$1,466,000
+13.5%
23,033
-2.1%
0.31%
+6.2%
Q4 2020$1,292,000
+6.4%
23,517
-9.6%
0.29%
-7.1%
Q3 2020$1,214,000
+2.6%
26,0170.0%0.31%
+10.3%
Q2 2020$1,183,000
+19.5%
26,017
-3.3%
0.28%
-3.1%
Q1 2020$990,000
-42.4%
26,914
-11.6%
0.29%
-32.9%
Q4 2019$1,720,000
+25.6%
30,438
+14.7%
0.43%
+15.4%
Q3 2019$1,369,000
-3.3%
26,538
-2.2%
0.38%
-7.8%
Q2 2019$1,415,000
+1.1%
27,1380.0%0.41%
-7.9%
Q1 2019$1,400,000
+82.1%
27,138
+63.2%
0.44%
+45.2%
Q4 2018$769,000
+26.1%
16,628
+47.7%
0.30%
+39.9%
Q3 2018$610,000
+13.2%
11,258
+9.2%
0.22%
+6.3%
Q2 2018$539,000
+4.3%
10,308
+5.1%
0.20%
-7.2%
Q1 2018$517,000
+7.5%
9,808
+11.4%
0.22%
+10.5%
Q4 2017$481,0008,8080.20%
Other shareholders
FIRST TR LRG CP VL ALPHADEX shareholders Q4 2017
NameSharesValueWeighting ↓
FSB PREMIER WEALTH MANAGEMENT, INC. 61,718$3,975,0001.99%
Kowal Investment Group, LLC 78,626$5,065,0001.60%
Eukles Asset Management 34,438$2,218,0001.21%
Investors Financial Group, LLC 23,045$1,485,0000.78%
SignalPoint Asset Management, LLC 29,440$1,897,0000.61%
Regal Investment Advisors LLC 87,776$5,655,0000.55%
StoneX Group Inc. 49,169$3,167,0000.46%
BHF RG Capital Inc. 9,109$587,0000.39%
LVZ, Inc. 40,129$2,585,0000.37%
Independent Wealth Network Inc. 8,068$551,0000.36%
View complete list of FIRST TR LRG CP VL ALPHADEX shareholders