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 Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $8,625 | +0.9% | 129 | +0.8% | 0.01% | 0.0% |
| Q1 2023 | $8,550 | +1.3% | 128 | 0.0% | 0.01% | +28.6% |
| Q4 2022 | $8,438 | +20.5% | 128 | +0.8% | 0.01% | +16.7% |
| Q3 2022 | $7,000 | -12.5% | 127 | +0.8% | 0.01% | 0.0% |
| Q2 2022 | $8,000 | -75.0% | 126 | -72.1% | 0.01% | -71.4% |
| Q1 2022 | $32,000 | 0.0% | 452 | 0.0% | 0.02% | +5.0% |
| Q4 2021 | $32,000 | +10.3% | 452 | 0.0% | 0.02% | +11.1% |
| Q3 2021 | $29,000 | -3.3% | 452 | +0.7% | 0.02% | -5.3% |
| Q2 2021 | $30,000 | +3.4% | 449 | +0.2% | 0.02% | 0.0% |
| Q1 2021 | $29,000 | +16.0% | 448 | +0.2% | 0.02% | +11.8% |
| Q4 2020 | $25,000 | – | 447 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Midwest Heritage Bank, FSB | 160,355 | $9,960,000 | 9.01% |
| Sterling Manor Financial, LLC | 110,571 | $6,868,000 | 8.41% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 91,932 | $5,710,000 | 5.16% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 68,079 | $4,228,000 | 2.34% |
| Triton Wealth Management, PLLC | 41,207 | $2,704,000 | 1.90% |
| Kowal Investment Group, LLC | 74,018 | $4,597,000 | 1.51% |
| S.C. Financial Services, Inc. | 15,711 | $976,000 | 1.50% |
| Eukles Asset Management | 30,385 | $1,887,000 | 1.20% |
| Laurel Wealth Advisors, Inc. | 187,125 | $11,622,000 | 1.19% |
| SignalPoint Asset Management, LLC | 40,321 | $2,504,000 | 0.92% |