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 Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,521,433 | -5.0% | 54,360 | -2.2% | 0.95% | -4.2% |
| Q2 2023 | $3,707,484 | -4.7% | 55,601 | -5.1% | 0.99% | -10.0% |
| Q1 2023 | $3,888,813 | -11.2% | 58,570 | -12.0% | 1.10% | -15.7% |
| Q4 2022 | $4,380,681 | +2.0% | 66,566 | -10.6% | 1.31% | -10.0% |
| Q3 2022 | $4,293,000 | -6.6% | 74,435 | +0.6% | 1.45% | -3.5% |
| Q2 2022 | $4,597,000 | -11.1% | 74,018 | +0.9% | 1.51% | -4.6% |
| Q1 2022 | $5,171,000 | -0.1% | 73,322 | -1.0% | 1.58% | +2.7% |
| Q4 2021 | $5,176,000 | +2.2% | 74,074 | -5.8% | 1.54% | -4.1% |
| Q3 2021 | $5,065,000 | -5.9% | 78,626 | -4.1% | 1.60% | -17.3% |
| Q2 2021 | $5,381,000 | -11.2% | 81,963 | -13.9% | 1.94% | -21.0% |
| Q1 2021 | $6,063,000 | +1.3% | 95,247 | -8.3% | 2.45% | -11.7% |
| Q4 2020 | $5,985,000 | – | 103,834 | – | 2.78% | – |
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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% |