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 | $78,967 | +26.7% | 1,219 | +30.4% | 0.02% | +16.7% |
| Q2 2023 | $62,346 | +14.0% | 935 | +13.5% | 0.02% | +12.5% |
| Q1 2023 | $54,710 | -4.8% | 824 | -5.3% | 0.02% | -11.1% |
| Q4 2022 | $57,464 | +8.3% | 870 | +5.7% | 0.02% | +5.9% |
| Q3 2022 | $53,075 | +8.0% | 823 | +4.0% | 0.02% | +6.2% |
| Q2 2022 | $49,129 | -24.9% | 791 | -14.8% | 0.02% | -20.0% |
| Q1 2022 | $65,443 | +7.0% | 928 | +5.9% | 0.02% | 0.0% |
| Q4 2021 | $61,136 | +9.8% | 876 | +5.7% | 0.02% | 0.0% |
| Q3 2021 | $55,692 | +17.8% | 829 | +15.1% | 0.02% | -4.8% |
| Q2 2021 | $47,268 | +54.4% | 720 | +49.7% | 0.02% | +31.2% |
| Q1 2021 | $30,617 | +8.9% | 481 | -6.1% | 0.02% | -5.9% |
| Q4 2020 | $28,124 | – | 512 | – | 0.02% | – |
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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% |