FIRST TR EXCNGE TRD ALPHADEX's ticker is FYC and the CUSIP is 33737M300.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,279,030 | -9.0% | 40,437 | -2.8% | 0.64% | -4.1% |
| Q2 2023 | $2,504,411 | +35.9% | 41,598 | +30.5% | 0.66% | +29.5% |
| Q1 2023 | $1,843,392 | +71.2% | 31,865 | +63.6% | 0.51% | +61.2% |
| Q4 2022 | $1,076,523 | +2809.5% | 19,474 | +2763.8% | 0.32% | +2541.7% |
| Q3 2022 | $37,000 | – | 680 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| J Arnold Wealth Management Co | 237,048 | $16,970,000 | 8.18% |
| MONEYWISE, INC. | 69,793 | $4,996,000 | 3.26% |
| MONECO Advisors, LLC | 37,209 | $2,664,000 | 1.05% |
| Transamerica Financial Advisors, Inc. | 508 | $37,000 | 1.04% |
| MTM Investment Management, LLC | 20,382 | $1,459,000 | 0.79% |
| Harvest Investment Services, LLC | 22,546 | $1,614,000 | 0.66% |
| Csenge Advisory Group | 79,701 | $5,793,000 | 0.49% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 135,329 | $9,688,000 | 0.49% |
| Independent Wealth Network Inc. | 5,474 | $432,000 | 0.28% |
| Strid Group, LLC | 16,213 | $1,161,000 | 0.26% |