FIRST TR LRG CP VL ALPHADEX's ticker is FTA and the CUSIP is 33735J101. A total of 118 filers reported holding FIRST TR LRG CP VL ALPHADEX in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $268,147 | -2.0% | 4,021 | -2.4% | 0.02% | +47.1% |
| Q1 2023 | $273,645 | -2.4% | 4,121 | -3.3% | 0.02% | -39.3% |
| Q4 2022 | $280,439 | -7.4% | 4,261 | -0.9% | 0.03% | +133.3% |
| Q3 2022 | $303,000 | -4.7% | 4,300 | -16.0% | 0.01% | -72.7% |
| Q2 2022 | $318,000 | -11.9% | 5,122 | 0.0% | 0.04% | +12.8% |
| Q1 2022 | $361,000 | +0.6% | 5,122 | -0.4% | 0.04% | +5.4% |
| Q4 2021 | $359,000 | -0.8% | 5,142 | -4.6% | 0.04% | -19.6% |
| Q3 2021 | $362,000 | -74.7% | 5,392 | -75.3% | 0.05% | -77.0% |
| Q2 2021 | $1,431,000 | +22.9% | 21,801 | +19.2% | 0.20% | 0.0% |
| Q1 2021 | $1,164,000 | +646.2% | 18,296 | +439.9% | 0.20% | +198.5% |
| Q4 2018 | $156,000 | -23.2% | 3,389 | -9.8% | 0.07% | -29.5% |
| Q3 2018 | $203,000 | +5.7% | 3,757 | +3.2% | 0.10% | +8.0% |
| Q1 2018 | $192,000 | +35.2% | 3,642 | +40.5% | 0.09% | +33.3% |
| Q4 2017 | $142,000 | – | 2,592 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Golden State Wealth Management, LLC | 1,006,379 | $56,870,000 | 10.87% |
| TOTAL INVESTMENT MANAGEMENT INC | 1,006,379 | $56,870,000 | 10.87% |
| Peak Capital Management LLC | 147,031 | $8,257,000 | 6.70% |
| Riverpoint Wealth Management Holdings, LLC | 130,779 | $7,390,000 | 2.93% |
| Eukles Asset Management | 53,921 | $3,047,000 | 2.48% |
| Gladstone Institutional Advisory LLC | 117,377 | $6,633,000 | 1.63% |
| Investors Financial Group, LLC | 27,611 | $1,560,000 | 1.27% |
| FOUNDERS FINANCIAL SECURITIES LLC | 57,427 | $3,245,000 | 1.10% |
| Regal Investment Advisors LLC | 80,596 | $4,554,000 | 0.82% |
| PFS INVESTMENTS INC. | 354,735 | $20,046,000 | 0.77% |