FIRST TR LRG CP VL ALPHADEX's ticker is FTA and the CUSIP is 33735J101. A total of 153 filers reported holding FIRST TR LRG CP VL ALPHADEX in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $771,635 | -3.2% | 11,914 | -0.4% | 0.03% | -3.0% |
| Q2 2023 | $797,241 | +2.2% | 11,960 | +1.9% | 0.03% | -8.3% |
| Q1 2023 | $779,705 | +2.9% | 11,736 | +1.9% | 0.04% | -7.7% |
| Q4 2022 | $757,994 | +18.6% | 11,517 | +3.9% | 0.04% | +8.3% |
| Q3 2022 | $639,000 | -12.2% | 11,087 | -5.4% | 0.04% | -10.0% |
| Q2 2022 | $728,000 | +159.1% | 11,721 | +191.7% | 0.04% | +150.0% |
| Q1 2022 | $281,000 | +8.5% | 4,018 | +0.1% | 0.02% | 0.0% |
| Q4 2021 | $259,000 | 0.0% | 4,014 | 0.0% | 0.02% | -11.1% |
| Q3 2021 | $259,000 | +4.0% | 4,014 | +2.8% | 0.02% | 0.0% |
| Q2 2021 | $249,000 | 0.0% | 3,904 | 0.0% | 0.02% | -25.0% |
| Q1 2021 | $249,000 | +16.4% | 3,904 | +0.1% | 0.02% | +9.1% |
| Q4 2020 | $214,000 | -4.9% | 3,902 | -19.1% | 0.02% | -21.4% |
| Q3 2020 | $225,000 | -8.9% | 4,823 | -11.1% | 0.03% | -30.0% |
| Q2 2020 | $247,000 | – | 5,427 | – | 0.04% | – |
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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% |