FIRST TR LRG CP VL ALPHADEX's ticker is FTA and the CUSIP is 33735J101. A total of 179 filers reported holding FIRST TR LRG CP VL ALPHADEX in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,587,820 | -57.2% | 24,293 | -54.2% | 1.07% | -48.7% |
| Q2 2023 | $3,706,295 | +5.7% | 53,038 | -1.0% | 2.08% | -3.2% |
| Q1 2023 | $3,505,967 | +16.8% | 53,559 | +23.6% | 2.15% | +17.8% |
| Q4 2022 | $3,000,409 | +11.5% | 43,318 | -1.1% | 1.82% | +14.3% |
| Q3 2022 | $2,690,000 | -0.5% | 43,810 | +6.3% | 1.60% | -16.2% |
| Q2 2022 | $2,704,000 | – | 41,207 | – | 1.90% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Midwest Heritage Bank, FSB | 160,355 | $9,960,000 | 9.01% |
| Sterling Manor Financial, LLC | 110,571 | $6,868,000 | 8.41% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 91,932 | $5,710,000 | 5.16% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 68,079 | $4,228,000 | 2.34% |
| Triton Wealth Management, PLLC | 41,207 | $2,704,000 | 1.90% |
| Kowal Investment Group, LLC | 74,018 | $4,597,000 | 1.51% |
| S.C. Financial Services, Inc. | 15,711 | $976,000 | 1.50% |
| Eukles Asset Management | 30,385 | $1,887,000 | 1.20% |
| Laurel Wealth Advisors, Inc. | 187,125 | $11,622,000 | 1.19% |
| SignalPoint Asset Management, LLC | 40,321 | $2,504,000 | 0.92% |