FIRST TR LRG CP VL ALPHADEX's ticker is FTA and the CUSIP is 33735J101. A total of 140 filers reported holding FIRST TR LRG CP VL ALPHADEX in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $258,000 | -10.1% | 5,526 | -12.6% | 0.26% | -8.6% |
| Q2 2020 | $287,000 | +30.5% | 6,321 | 0.0% | 0.28% | 0.0% |
| Q1 2020 | $220,000 | -46.5% | 6,321 | -12.8% | 0.28% | -30.9% |
| Q4 2019 | $411,000 | -11.8% | 7,248 | -19.8% | 0.40% | -25.3% |
| Q3 2019 | $466,000 | -1.1% | 9,033 | 0.0% | 0.54% | +10.2% |
| Q2 2019 | $471,000 | -3.9% | 9,033 | -4.9% | 0.49% | -3.5% |
| Q1 2019 | $490,000 | -0.4% | 9,502 | -10.7% | 0.51% | -2.3% |
| Q4 2018 | $492,000 | -14.6% | 10,644 | +0.0% | 0.52% | -5.9% |
| Q3 2018 | $576,000 | +3.4% | 10,643 | 0.0% | 0.56% | -0.4% |
| Q2 2018 | $557,000 | -0.7% | 10,643 | +0.0% | 0.56% | +14.6% |
| Q1 2018 | $561,000 | -12.6% | 10,642 | -9.5% | 0.49% | -10.7% |
| Q4 2017 | $642,000 | – | 11,756 | – | 0.54% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Midwest Heritage Bank, FSB | 258,797 | $16,764,887 | 12.59% |
| Holistic Financial Partners | 133,122 | $8,623,622 | 5.72% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 84,980 | $5,504,996 | 5.14% |
| IAMS WEALTH MANAGEMENT, LLC | 63,524 | $4,115,085 | 2.85% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 58,382 | $3,781,970 | 2.10% |
| Blackhawk Capital Partners LLC. | 30,906 | $2,002,091 | 1.46% |
| Secure Asset Management, LLC | 57,973 | $3,755,513 | 1.12% |
| Triton Wealth Management, PLLC | 24,293 | $1,587,820 | 1.07% |
| Coppell Advisory Solutions LLC | 46,844 | $3,082,835 | 1.06% |
| Kowal Investment Group, LLC | 54,360 | $3,521,433 | 0.95% |