FIRST TR LRG CP VL ALPHADEX's ticker is FTA and the CUSIP is 33735J101. A total of 141 filers reported holding FIRST TR LRG CP VL ALPHADEX in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,358,000 | -8.6% | 19,439 | -15.6% | 0.63% | -19.5% |
| Q3 2021 | $1,485,000 | -3.7% | 23,045 | -1.9% | 0.78% | -5.2% |
| Q2 2021 | $1,542,000 | -5.3% | 23,492 | -8.1% | 0.83% | -13.0% |
| Q1 2021 | $1,628,000 | +15.2% | 25,572 | -0.6% | 0.95% | +1.9% |
| Q4 2020 | $1,413,000 | +15.5% | 25,719 | -1.9% | 0.93% | +2.1% |
| Q3 2020 | $1,223,000 | +3.7% | 26,214 | +1.1% | 0.92% | -5.7% |
| Q2 2020 | $1,179,000 | +15.1% | 25,939 | -6.7% | 0.97% | -6.2% |
| Q1 2020 | $1,024,000 | -34.4% | 27,815 | +0.7% | 1.03% | -18.6% |
| Q4 2019 | $1,560,000 | – | 27,611 | – | 1.27% | – |
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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% |