FIRST TR LRG CP VL ALPHADEX's ticker is FTA and the CUSIP is 33735J101. A total of 179 filers reported holding FIRST TR LRG CP VL ALPHADEX in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $338,411 | -32.3% | 5,224 | -30.3% | 0.01% | -27.8% |
| Q2 2023 | $499,500 | -17.0% | 7,491 | -17.4% | 0.02% | -21.7% |
| Q1 2023 | $601,814 | +285119.9% | 9,064 | +182.9% | 0.02% | +91.7% |
| Q4 2022 | $211 | -99.9% | 3,204 | +19.3% | 0.01% | +33.3% |
| Q3 2022 | $155,000 | -90.5% | 2,685 | -89.8% | 0.01% | -86.6% |
| Q2 2022 | $1,628,000 | -29.2% | 26,204 | -19.6% | 0.07% | +8.1% |
| Q1 2022 | $2,300,000 | +86.8% | 32,612 | +85.1% | 0.06% | +129.6% |
| Q4 2021 | $1,231,000 | -18.5% | 17,621 | -24.8% | 0.03% | -32.5% |
| Q3 2021 | $1,510,000 | +117.3% | 23,437 | +121.3% | 0.04% | +110.5% |
| Q2 2021 | $695,000 | +26.6% | 10,590 | +22.7% | 0.02% | +26.7% |
| Q1 2021 | $549,000 | – | 8,632 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Golden State Wealth Management, LLC | 1,006,379 | $56,870,000 | 10.87% |
| TOTAL INVESTMENT MANAGEMENT INC | 1,006,379 | $56,870,000 | 10.87% |
| Peak Capital Management LLC | 147,031 | $8,257,000 | 6.70% |
| Riverpoint Wealth Management Holdings, LLC | 130,779 | $7,390,000 | 2.93% |
| Eukles Asset Management | 53,921 | $3,047,000 | 2.48% |
| Gladstone Institutional Advisory LLC | 117,377 | $6,633,000 | 1.63% |
| Investors Financial Group, LLC | 27,611 | $1,560,000 | 1.27% |
| FOUNDERS FINANCIAL SECURITIES LLC | 57,427 | $3,245,000 | 1.10% |
| Regal Investment Advisors LLC | 80,596 | $4,554,000 | 0.82% |
| PFS INVESTMENTS INC. | 354,735 | $20,046,000 | 0.77% |