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%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $426,827 | -3.5% | 6,589 | -0.7% | 0.04% | 0.0% |
| Q2 2023 | $442,418 | +10.6% | 6,635 | +10.1% | 0.04% | 0.0% |
| Q1 2023 | $400,121 | +9.8% | 6,026 | +8.8% | 0.04% | +5.0% |
| Q4 2022 | $364,435 | +2.9% | 5,538 | -9.8% | 0.04% | +2.6% |
| Q3 2022 | $354,000 | -1.4% | 6,138 | +6.1% | 0.04% | +5.4% |
| Q2 2022 | $359,000 | -12.2% | 5,786 | -0.2% | 0.04% | 0.0% |
| Q1 2022 | $409,000 | +10.5% | 5,795 | +9.4% | 0.04% | +12.1% |
| Q4 2021 | $370,000 | +3.9% | 5,298 | +1.4% | 0.03% | +3.1% |
| Q3 2021 | $356,000 | +6.3% | 5,227 | -1.0% | 0.03% | -20.0% |
| Q1 2021 | $335,000 | +42.6% | 5,280 | +23.3% | 0.04% | +29.0% |
| Q4 2020 | $235,000 | – | 4,281 | – | 0.03% | – |
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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% |