FIRST TR LRG CP VL ALPHADEX's ticker is FTA and the CUSIP is 33735J101. A total of 193 filers reported holding FIRST TR LRG CP VL ALPHADEX in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $868,829 | -2.8% | 13,412 | 0.0% | 0.10% | -3.7% |
| Q2 2023 | $894,312 | +0.4% | 13,412 | 0.0% | 0.11% | -3.6% |
| Q1 2023 | $890,505 | +0.9% | 13,412 | 0.0% | 0.11% | -6.7% |
| Q4 2022 | $882,644 | +14.0% | 13,412 | 0.0% | 0.12% | +7.1% |
| Q3 2022 | $774,000 | -7.1% | 13,412 | 0.0% | 0.11% | -11.1% |
| Q2 2022 | $833,000 | -11.2% | 13,412 | +0.9% | 0.13% | -7.4% |
| Q1 2022 | $938,000 | +2305.1% | 13,297 | +2287.3% | 0.14% | +2620.0% |
| Q4 2021 | $39,000 | – | 557 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TOTAL INVESTMENT MANAGEMENT INC | 995,012 | $51,313,000 | 10.40% |
| Peak Capital Management LLC | 128,462 | $6,624,000 | 4.44% |
| Riverpoint Wealth Management Holdings, LLC | 177,782 | $9,168,000 | 4.05% |
| Gladstone Institutional Advisory LLC | 187,978 | $9,694,000 | 2.47% |
| Eukles Asset Management | 51,541 | $2,658,000 | 2.30% |
| FOUNDERS FINANCIAL SECURITIES LLC | 83,870 | $4,325,000 | 1.38% |
| PFS INVESTMENTS INC. | 520,424 | $26,838,000 | 1.15% |
| Regal Investment Advisors LLC | 76,731 | $3,957,000 | 0.77% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 27,509 | $1,358,000 | 0.73% |
| Clearwater Capital Advisors, LLC | 72,473 | $3,737,000 | 0.66% |