FIRST TR LRG CP VL ALPHADEX's ticker is FTA and the CUSIP is 33735J101. A total of 181 filers reported holding FIRST TR LRG CP VL ALPHADEX in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $10,110 | +7.6% | 149 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $9,399 | -5.5% | 149 | 0.0% | 0.01% | -16.7% |
| Q2 2023 | $9,949 | +2.3% | 149 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $9,722 | -1.1% | 149 | 0.0% | 0.01% | -14.3% |
| Q4 2022 | $9,833 | +9.3% | 149 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $9,000 | -10.0% | 149 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $10,000 | -78.7% | 149 | -77.8% | 0.01% | -77.4% |
| Q1 2022 | $47,000 | -2.1% | 670 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $48,000 | +41.2% | 670 | +28.6% | 0.03% | +24.0% |
| Q3 2021 | $34,000 | – | 521 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Midwest Heritage Bank, FSB | 258,797 | $16,764,887 | 12.59% |
| Holistic Financial Partners | 133,122 | $8,623,622 | 5.72% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 84,980 | $5,504,996 | 5.14% |
| IAMS WEALTH MANAGEMENT, LLC | 63,524 | $4,115,085 | 2.85% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 58,382 | $3,781,970 | 2.10% |
| Blackhawk Capital Partners LLC. | 30,906 | $2,002,091 | 1.46% |
| Secure Asset Management, LLC | 57,973 | $3,755,513 | 1.12% |
| Triton Wealth Management, PLLC | 24,293 | $1,587,820 | 1.07% |
| Coppell Advisory Solutions LLC | 46,844 | $3,082,835 | 1.06% |
| Kowal Investment Group, LLC | 54,360 | $3,521,433 | 0.95% |