Arkadios Wealth Advisors - FIRST TR LRG CP VL ALPHADEX ownership

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
Arkadios Wealth Advisors ownership history of FIRST TR LRG CP VL ALPHADEX
ValueSharesWeighting
Q3 2023$4,266,633
+1.0%
65,863
+4.0%
0.40%
-17.5%
Q2 2023$4,224,449
+4.3%
63,354
+3.9%
0.49%
+1.9%
Q1 2023$4,049,776
+1.2%
60,994
+0.3%
0.48%
-9.1%
Q4 2022$4,000,939
+74.9%
60,795
+53.2%
0.53%
+52.7%
Q3 2022$2,288,000
+24.8%
39,673
+34.4%
0.35%
+27.1%
Q2 2022$1,833,000
+59.5%
29,513
+81.2%
0.27%
+82.0%
Q1 2022$1,149,000
+714.9%
16,288
+639.7%
0.15%
+650.0%
Q3 2021$141,000
-62.1%
2,202
-61.1%
0.02%
-55.6%
Q2 2021$372,000
+10.1%
5,666
+6.4%
0.04%
-19.6%
Q1 2021$338,000
+34.1%
5,324
+15.7%
0.06%
+5.7%
Q4 2020$252,000
-99.0%
4,600
+902.2%
0.05%
+253.3%
Q4 2019$25,856,0004590.02%
Other shareholders
FIRST TR LRG CP VL ALPHADEX shareholders Q4 2023
NameSharesValueWeighting ↓
Riverpoint Wealth Management Holdings, LLC 184,481$9,463,0006.22%
HAYS ADVISORY LLC 134,448$6,872,0001.99%
CREATIVE FINANCIAL DESIGNS INC /ADV 47,817$2,444,0001.40%
Clearwater Capital Advisors, LLC 101,202$5,193,0001.21%
First Capital Advisors Group, LLC. 33,969$1,736,0001.19%
Regal Investment Advisors LLC 78,634$4,019,0000.94%
WINTRUST INVESTMENTS LLC 69,431$3,549,0000.90%
Voya Financial Advisors, Inc. 186,976$9,538,0000.64%
Kingsview Wealth Management, LLC 15,601$797,0000.35%
StoneX Group Inc. 5,499$281,0000.35%
View complete list of FIRST TR LRG CP VL ALPHADEX shareholders