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 Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $405,911 | -2.8% | 6,266 | 0.0% | 0.22% | -2.3% |
Q2 2023 | $417,817 | +16.0% | 6,266 | +15.5% | 0.22% | +1.9% |
Q1 2023 | $360,265 | +98064.9% | 5,426 | -2.7% | 0.22% | -17.9% |
Q4 2022 | $367 | -99.9% | 5,576 | -0.9% | 0.26% | +6.5% |
Q3 2022 | $325,000 | -7.9% | 5,626 | -0.9% | 0.25% | -0.4% |
Q2 2022 | $353,000 | -11.8% | 5,676 | 0.0% | 0.25% | +7.4% |
Q1 2022 | $400,000 | -9.5% | 5,676 | -10.2% | 0.23% | -2.9% |
Q4 2021 | $442,000 | +49.3% | 6,324 | +37.5% | 0.24% | +40.8% |
Q3 2021 | $296,000 | +28.7% | 4,598 | +31.2% | 0.17% | +30.0% |
Q2 2021 | $230,000 | +3.1% | 3,505 | 0.0% | 0.13% | -7.1% |
Q1 2021 | $223,000 | +11.5% | 3,505 | -3.7% | 0.14% | +12.0% |
Q4 2020 | $200,000 | +13.0% | 3,641 | -4.2% | 0.12% | -2.3% |
Q3 2020 | $177,000 | +4.7% | 3,800 | +2.2% | 0.13% | +10.3% |
Q2 2020 | $169,000 | -70.1% | 3,720 | -69.7% | 0.12% | -51.5% |
Q1 2020 | $565,000 | +73.3% | 12,273 | +112.6% | 0.24% | -13.7% |
Q4 2019 | $326,000 | – | 5,774 | – | 0.28% | – |
Download |
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% |