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%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $701,373 | -5.3% | 10,827 | -2.5% | 0.19% | -5.1% |
| Q2 2023 | $740,415 | -0.2% | 11,104 | -0.6% | 0.20% | -5.8% |
| Q1 2023 | $742,043 | -1.7% | 11,176 | -2.5% | 0.21% | -8.0% |
| Q4 2022 | $754,577 | +10.3% | 11,466 | -3.3% | 0.23% | +2.7% |
| Q3 2022 | $684,000 | -6.4% | 11,854 | +0.7% | 0.22% | -3.9% |
| Q2 2022 | $731,000 | -99.9% | 11,769 | -1.5% | 0.23% | -4.6% |
| Q1 2022 | $843,000,000 | +130395.4% | 11,953 | +19.2% | 0.24% | -24.5% |
| Q3 2021 | $646,000 | -2.0% | 10,024 | -0.2% | 0.32% | +31.4% |
| Q2 2021 | $659,000 | -6.1% | 10,046 | -8.9% | 0.24% | -11.4% |
| Q1 2021 | $702,000 | +21.0% | 11,022 | +4.3% | 0.27% | +9.2% |
| Q4 2020 | $580,000 | +59.3% | 10,566 | +35.3% | 0.25% | +28.2% |
| Q3 2020 | $364,000 | +38.4% | 7,807 | +34.8% | 0.20% | -15.9% |
| Q2 2020 | $263,000 | -38.3% | 5,791 | -50.0% | 0.23% | -49.0% |
| Q1 2020 | $426,000 | -20.7% | 11,587 | +22.0% | 0.46% | -12.2% |
| Q4 2019 | $537,000 | – | 9,499 | – | 0.52% | – |
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% |