Western Wealth Management, LLC - FIRST TR LRG CP VL ALPHADEX ownership

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FIRST TR LRG CP VL ALPHADEX's ticker is FTA and the CUSIP is 33735J101. A total of 2 filers reported holding FIRST TR LRG CP VL ALPHADEX in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

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Quarter-by-quarter ownership
Western Wealth Management, LLC ownership history of FIRST TR LRG CP VL ALPHADEX
ValueSharesWeighting
Q3 2023$1,189,980
+15.8%
18,370
+19.2%
0.10%
+14.8%
Q2 2023$1,027,472
+4.7%
15,409
+4.2%
0.09%
-3.3%
Q1 2023$981,777
-0.2%
14,787
-1.1%
0.09%
-9.9%
Q4 2022$983,732
-43.0%
14,948
-50.1%
0.10%
+2.0%
Q3 2022$1,727,000
-4.5%
29,964
+2.8%
0.10%
-4.8%
Q2 2022$1,809,000
-11.7%
29,138
+0.3%
0.10%
+5.1%
Q1 2022$2,048,000
+102.8%
29,044
+100.7%
0.10%
-1.0%
Q4 2021$1,010,000
+9.8%
14,471
+3.4%
0.10%
+5.3%
Q2 2021$920,000
+3.3%
13,996
+0.0%
0.10%
-20.8%
Q1 2021$891,000
+10.4%
13,994
-4.8%
0.12%
+1.7%
Q4 2020$807,000
+15.9%
14,693
-1.4%
0.12%
+3.5%
Q3 2020$696,000
+2.7%
14,909
+0.0%
0.11%
-7.3%
Q2 2020$678,000
+24.2%
14,903
+0.0%
0.12%
-1.6%
Q1 2020$546,000
-35.1%
14,896
+0.0%
0.12%
-1.6%
Q4 2019$841,000–14,889–0.13%–
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Other shareholders
FIRST TR LRG CP VL ALPHADEX shareholders Q4 2023
NameSharesValueWeighting ↓
Golden State Wealth Management, LLC 1,006,379$56,870,00010.87%
TOTAL INVESTMENT MANAGEMENT INC 1,006,379$56,870,00010.87%
Peak Capital Management LLC 147,031$8,257,0006.70%
Riverpoint Wealth Management Holdings, LLC 130,779$7,390,0002.93%
Eukles Asset Management 53,921$3,047,0002.48%
Gladstone Institutional Advisory LLC 117,377$6,633,0001.63%
Investors Financial Group, LLC 27,611$1,560,0001.27%
FOUNDERS FINANCIAL SECURITIES LLC 57,427$3,245,0001.10%
Regal Investment Advisors LLC 80,596$4,554,0000.82%
PFS INVESTMENTS INC. 354,735$20,046,0000.77%
View complete list of FIRST TR LRG CP VL ALPHADEX shareholders