FIRST TR LRG CP VL ALPHADEX's ticker is FTA and the CUSIP is 33735J101. A total of 153 filers reported holding FIRST TR LRG CP VL ALPHADEX in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $22,000 | 0.0% | 314 | +1.6% | 0.01% | 0.0% |
| Q4 2021 | $22,000 | +4.8% | 309 | -5.5% | 0.01% | -9.1% |
| Q3 2021 | $21,000 | +5.0% | 327 | +9.4% | 0.01% | +10.0% |
| Q2 2021 | $20,000 | +33.3% | 299 | +23.0% | 0.01% | +25.0% |
| Q1 2021 | $15,000 | +7.1% | 243 | -5.8% | 0.01% | 0.0% |
| Q4 2020 | $14,000 | +7.7% | 258 | -4.1% | 0.01% | 0.0% |
| Q3 2020 | $13,000 | +30.0% | 269 | +20.1% | 0.01% | +33.3% |
| Q2 2020 | $10,000 | +100.0% | 224 | +57.7% | 0.01% | +50.0% |
| Q1 2020 | $5,000 | -58.3% | 142 | -31.7% | 0.00% | -63.6% |
| Q4 2019 | $12,000 | – | 208 | – | 0.01% | – |
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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% |