FIRST TR LRG CP VL ALPHADEX's ticker is FTA and the CUSIP is 33735J101. A total of 2 filers reported holding FIRST TR LRG CP VL ALPHADEX in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
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 ↓ |
|---|---|---|---|
| Riverpoint Wealth Management Holdings, LLC | 184,481 | $9,463,000 | 6.22% |
| HAYS ADVISORY LLC | 134,448 | $6,872,000 | 1.99% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 47,817 | $2,444,000 | 1.40% |
| Clearwater Capital Advisors, LLC | 101,202 | $5,193,000 | 1.21% |
| First Capital Advisors Group, LLC. | 33,969 | $1,736,000 | 1.19% |
| Regal Investment Advisors LLC | 78,634 | $4,019,000 | 0.94% |
| WINTRUST INVESTMENTS LLC | 69,431 | $3,549,000 | 0.90% |
| Voya Financial Advisors, Inc. | 186,976 | $9,538,000 | 0.64% |
| Kingsview Wealth Management, LLC | 15,601 | $797,000 | 0.35% |
| StoneX Group Inc. | 5,499 | $281,000 | 0.35% |