Holistic Financial Partners - 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 184 filers reported holding FIRST TR LRG CP VL ALPHADEX in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Holistic Financial Partners ownership history of FIRST TR LRG CP VL ALPHADEX
ValueSharesWeighting
Q3 2023$8,623,622
+15.6%
133,122
+19.0%
5.72%
+10.5%
Q2 2023$7,456,743
+7.1%
111,829
+6.6%
5.18%
-4.9%
Q1 2023$6,963,291104,8755.45%
Other shareholders
FIRST TR LRG CP VL ALPHADEX shareholders Q2 2023
NameSharesValueWeighting ↓
Riverpoint Wealth Management Holdings, LLC 184,481$9,463,0006.22%
HAYS ADVISORY LLC 134,448$6,872,0001.99%
CREATIVE FINANCIAL DESIGNS INC /ADV 47,817$2,444,0001.40%
Clearwater Capital Advisors, LLC 101,202$5,193,0001.21%
First Capital Advisors Group, LLC. 33,969$1,736,0001.19%
Regal Investment Advisors LLC 78,634$4,019,0000.94%
WINTRUST INVESTMENTS LLC 69,431$3,549,0000.90%
Voya Financial Advisors, Inc. 186,976$9,538,0000.64%
Kingsview Wealth Management, LLC 15,601$797,0000.35%
StoneX Group Inc. 5,499$281,0000.35%
View complete list of FIRST TR LRG CP VL ALPHADEX shareholders