FIRST TR LRG CP VL ALPHADEX's ticker is FTA and the CUSIP is 33735J101. A total of 123 filers reported holding FIRST TR LRG CP VL ALPHADEX in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| Riverpoint Wealth Management Holdings, LLC | 184,481 | $9,463,000 | 6.22% |
| HAYS ADVISORY LLC | 134,448 | $6,872,000 | 1.99% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 47,817 | $2,444,000 | 1.40% |
| Clearwater Capital Advisors, LLC | 101,202 | $5,193,000 | 1.21% |
| First Capital Advisors Group, LLC. | 33,969 | $1,736,000 | 1.19% |
| Regal Investment Advisors LLC | 78,634 | $4,019,000 | 0.94% |
| WINTRUST INVESTMENTS LLC | 69,431 | $3,549,000 | 0.90% |
| Voya Financial Advisors, Inc. | 186,976 | $9,538,000 | 0.64% |
| Kingsview Wealth Management, LLC | 15,601 | $797,000 | 0.35% |
| StoneX Group Inc. | 5,499 | $281,000 | 0.35% |