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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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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% |