FIRST TR LRG CP VL ALPHADEX's ticker is FTA and the CUSIP is 33735J101. A total of 123 filers reported holding FIRST TR LRG CP VL ALPHADEX in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $10,002 | +0.4% | 150 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $9,959 | -64.0% | 150 | -64.3% | 0.01% | -68.8% |
| Q4 2022 | $27,640 | -23.2% | 420 | -32.8% | 0.02% | -23.8% |
| Q3 2022 | $36,000 | -7.7% | 625 | 0.0% | 0.02% | -12.5% |
| Q2 2022 | $39,000 | -11.4% | 625 | 0.0% | 0.02% | +9.1% |
| Q1 2022 | $44,000 | 0.0% | 625 | 0.0% | 0.02% | +4.8% |
| Q4 2021 | $44,000 | +10.0% | 625 | 0.0% | 0.02% | -16.0% |
| Q3 2021 | $40,000 | -2.4% | 625 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $41,000 | +2.5% | 625 | 0.0% | 0.02% | -13.8% |
| Q1 2021 | $40,000 | +17.6% | 625 | 0.0% | 0.03% | +3.6% |
| Q4 2020 | $34,000 | +17.2% | 625 | 0.0% | 0.03% | -3.4% |
| Q3 2020 | $29,000 | – | 625 | – | 0.03% | – |
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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% |