FIRST TR LRG CP VL ALPHADEX's ticker is FTA and the CUSIP is 33735J101. A total of 123 filers reported holding FIRST TR LRG CP VL ALPHADEX in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $406,883 | -2.8% | 6,281 | 0.0% | 0.20% | +0.5% |
| Q2 2023 | $418,817 | -5.6% | 6,281 | -6.0% | 0.20% | -10.5% |
| Q1 2023 | $443,592 | +0.9% | 6,681 | 0.0% | 0.23% | 0.0% |
| Q4 2022 | $439,677 | +14.2% | 6,681 | 0.0% | 0.23% | +4.1% |
| Q3 2022 | $385,000 | -8.3% | 6,681 | -0.0% | 0.22% | -3.5% |
| Q2 2022 | $420,000 | -10.8% | 6,682 | 0.0% | 0.23% | -0.4% |
| Q1 2022 | $471,000 | +0.9% | 6,682 | 0.0% | 0.23% | +2.7% |
| Q4 2021 | $467,000 | +8.6% | 6,682 | 0.0% | 0.22% | -5.1% |
| Q3 2021 | $430,000 | -4.9% | 6,682 | -2.9% | 0.23% | -1.3% |
| Q2 2021 | $452,000 | +3.2% | 6,882 | 0.0% | 0.24% | -4.0% |
| Q1 2021 | $438,000 | +15.9% | 6,882 | 0.0% | 0.25% | +5.6% |
| Q4 2020 | $378,000 | – | 6,882 | – | 0.23% | – |
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% |