Secure Asset Management, LLC - FIRST TR LRG CP VL ALPHADEX ownership

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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%.

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Quarter-by-quarter ownership
Secure Asset Management, LLC ownership history of FIRST TR LRG CP VL ALPHADEX
ValueSharesWeighting
Q3 2023$3,755,513
-0.8%
57,973
+2.1%
1.12%
-2.3%
Q2 2023$3,784,357
-8.1%
56,754
-8.5%
1.15%
-16.3%
Q1 2023$4,120,011
+0.7%
62,052
-0.2%
1.37%
-6.5%
Q4 2022$4,091,671–62,174–1.47%–
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Other shareholders
FIRST TR LRG CP VL ALPHADEX shareholders Q4 2022
NameSharesValueWeighting ↓
Midwest Heritage Bank, FSB 258,797$16,764,88712.59%
Holistic Financial Partners 133,122$8,623,6225.72%
COTTONWOOD CAPITAL ADVISORS, LLC 84,980$5,504,9965.14%
IAMS WEALTH MANAGEMENT, LLC 63,524$4,115,0852.85%
FSB PREMIER WEALTH MANAGEMENT, INC. 58,382$3,781,9702.10%
Blackhawk Capital Partners LLC. 30,906$2,002,0911.46%
Secure Asset Management, LLC 57,973$3,755,5131.12%
Triton Wealth Management, PLLC 24,293$1,587,8201.07%
Coppell Advisory Solutions LLC 46,844$3,082,8351.06%
Kowal Investment Group, LLC 54,360$3,521,4330.95%
View complete list of FIRST TR LRG CP VL ALPHADEX shareholders