FIRST TR LRG CP VL ALPHADEX's ticker is FTA and the CUSIP is 33735J101. A total of 153 filers reported holding FIRST TR LRG CP VL ALPHADEX in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $573,271 | -5.2% | 9,088 | 0.0% | 0.18% | -24.6% |
| Q2 2023 | $604,534 | +0.5% | 9,088 | 0.0% | 0.23% | -6.1% |
| Q1 2023 | $601,535 | -7.0% | 9,088 | 0.0% | 0.25% | -8.9% |
| Q4 2022 | $646,793 | +19.6% | 9,088 | 0.0% | 0.27% | -37.3% |
| Q3 2022 | $541,000 | -17.0% | 9,088 | -11.9% | 0.43% | -19.3% |
| Q2 2022 | $652,000 | -9.6% | 10,315 | 0.0% | 0.54% | +10.8% |
| Q1 2022 | $721,000 | -3.6% | 10,315 | -1.5% | 0.48% | -0.8% |
| Q4 2021 | $748,000 | – | 10,471 | – | 0.49% | – |
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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% |