FIRST TR LRG CP VL ALPHADEX's ticker is FTA and the CUSIP is 33735J101. A total of 160 filers reported holding FIRST TR LRG CP VL ALPHADEX in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $279,596 | -2.7% | 4,316 | +0.1% | 0.26% | -0.4% |
| Q2 2023 | $287,466 | +0.5% | 4,311 | +0.1% | 0.26% | -4.0% |
| Q1 2023 | $285,928 | +1.1% | 4,306 | +0.2% | 0.27% | -0.7% |
| Q4 2022 | $282,824 | +14.0% | 4,298 | +0.1% | 0.27% | +5.0% |
| Q3 2022 | $248,000 | -6.8% | 4,293 | +0.1% | 0.26% | +4.0% |
| Q2 2022 | $266,000 | -11.9% | 4,290 | +0.1% | 0.25% | +16.7% |
| Q1 2022 | $302,000 | +1.0% | 4,287 | +0.1% | 0.22% | +8.0% |
| Q4 2021 | $299,000 | +8.3% | 4,283 | +0.1% | 0.20% | -19.1% |
| Q3 2021 | $276,000 | -1.8% | 4,280 | +0.1% | 0.25% | +0.8% |
| Q2 2021 | $281,000 | – | 4,277 | – | 0.24% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Midwest Heritage Bank, FSB | 258,797 | $16,764,887 | 12.59% |
| Holistic Financial Partners | 133,122 | $8,623,622 | 5.72% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 84,980 | $5,504,996 | 5.14% |
| IAMS WEALTH MANAGEMENT, LLC | 63,524 | $4,115,085 | 2.85% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 58,382 | $3,781,970 | 2.10% |
| Blackhawk Capital Partners LLC. | 30,906 | $2,002,091 | 1.46% |
| Secure Asset Management, LLC | 57,973 | $3,755,513 | 1.12% |
| Triton Wealth Management, PLLC | 24,293 | $1,587,820 | 1.07% |
| Coppell Advisory Solutions LLC | 46,844 | $3,082,835 | 1.06% |
| Kowal Investment Group, LLC | 54,360 | $3,521,433 | 0.95% |