Wagner Wealth Management, LLC - FIRST TR EXCNGE TRD ALPHADEX ownership

Quarter-by-quarter ownership
Wagner Wealth Management, LLC ownership history of FIRST TR EXCNGE TRD ALPHADEX
ValueSharesWeighting
Q3 2023$186,490
-9.2%
3,309
-3.0%
0.07%
-12.8%
Q2 2023$205,496
+4.7%
3,413
+0.6%
0.08%
-12.4%
Q1 2023$196,250
+5.0%
3,392
+0.3%
0.09%
-23.3%
Q4 2022$186,893
-10.6%
3,381
-12.7%
0.12%
-25.2%
Q3 2022$209,000
-2.8%
3,875
-2.5%
0.16%
-9.4%
Q2 2022$215,000
-61.2%
3,976
-51.0%
0.17%
-55.8%
Q1 2022$554,000
+132.8%
8,108
+153.5%
0.39%
+112.6%
Q4 2021$238,000
+0.4%
3,198
+2.0%
0.18%
-3.7%
Q3 2021$237,000
+5.8%
3,134
+2.7%
0.19%
+17.4%
Q2 2021$224,000
+14.9%
3,053
+9.0%
0.16%
+5.2%
Q1 2021$195,000
+75.7%
2,802
+55.7%
0.15%
+45.7%
Q4 2020$111,0001,8000.10%
Other shareholders
FIRST TR EXCNGE TRD ALPHADEX shareholders Q4 2023
NameSharesValueWeighting ↓
J Arnold Wealth Management Co 227,456$16,668,0008.10%
MONEYWISE, INC. 76,563$5,611,0003.83%
MONECO Advisors, LLC 37,187$2,725,0001.25%
Harvest Investment Services, LLC 31,055$2,275,0000.96%
Transamerica Financial Advisors, Inc. 501$37,0000.90%
MTM Investment Management, LLC 20,382$1,494,0000.78%
BENJAMIN F. EDWARDS & COMPANY, INC. 138,611$10,157,0000.52%
Csenge Advisory Group 73,797$5,434,0000.48%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 31,916$1,845,0000.34%
Strid Group, LLC 16,791$1,146,0000.26%
View complete list of FIRST TR EXCNGE TRD ALPHADEX shareholders