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 | $241,565 | -13.1% | 3,729 | -10.5% | 0.03% | -11.4% |
Q2 2023 | $277,922 | +0.4% | 4,168 | -0.0% | 0.04% | -7.9% |
Q1 2023 | $276,872 | +0.6% | 4,170 | -0.3% | 0.04% | -2.6% |
Q4 2022 | $275,283 | +13.8% | 4,183 | -0.4% | 0.04% | +5.4% |
Q3 2022 | $242,000 | -11.4% | 4,200 | -4.6% | 0.04% | +8.8% |
Q2 2022 | $273,000 | -21.1% | 4,401 | -10.4% | 0.03% | -15.0% |
Q1 2022 | $346,000 | +11.6% | 4,911 | +10.8% | 0.04% | +17.6% |
Q4 2021 | $310,000 | +8.0% | 4,431 | -0.5% | 0.03% | -2.9% |
Q3 2021 | $287,000 | -2.4% | 4,452 | -0.4% | 0.04% | 0.0% |
Q2 2021 | $294,000 | +3.9% | 4,471 | +0.5% | 0.04% | -5.4% |
Q1 2021 | $283,000 | +28.6% | 4,448 | -5.5% | 0.04% | +5.7% |
Q3 2020 | $220,000 | -15.1% | 4,706 | -17.4% | 0.04% | -22.2% |
Q2 2020 | $259,000 | -60.2% | 5,698 | -67.8% | 0.04% | -67.9% |
Q1 2020 | $651,000 | -18.4% | 17,683 | +25.2% | 0.14% | +4.5% |
Q4 2019 | $798,000 | +19.5% | 14,126 | +9.0% | 0.13% | +7.2% |
Q3 2019 | $668,000 | +11.3% | 12,954 | +12.6% | 0.12% | +2.5% |
Q2 2019 | $600,000 | – | 11,509 | – | 0.12% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Midwest Heritage Bank, FSB | 156,121 | $10,274,323 | 9.95% |
Kaydan Wealth Management, Inc. | 284,895 | $18,748,913 | 7.50% |
Sterling Manor Financial, LLC | 101,574 | $6,684,584 | 7.42% |
COTTONWOOD CAPITAL ADVISORS, LLC | 94,120 | $6,194,008 | 5.53% |
IAMS WEALTH MANAGEMENT, LLC | 43,961 | $2,893,098 | 2.94% |
FSB PREMIER WEALTH MANAGEMENT, INC. | 62,546 | $4,116,151 | 2.26% |
Triton Wealth Management, PLLC | 43,318 | $3,000,409 | 1.82% |
Secure Asset Management, LLC | 62,174 | $4,091,671 | 1.47% |
Kowal Investment Group, LLC | 66,566 | $4,380,681 | 1.31% |
S.C. Financial Services, Inc. | 25,232 | $1,660,518 | 1.28% |