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 | $378,898 | -12.3% | 5,849 | -9.7% | 0.23% | -10.4% |
| Q2 2023 | $432,020 | -1.6% | 6,479 | -2.0% | 0.26% | -7.5% |
| Q1 2023 | $438,945 | +0.6% | 6,611 | -0.3% | 0.28% | -6.0% |
| Q4 2022 | $436,452 | +9.9% | 6,632 | -3.6% | 0.30% | -3.5% |
| Q3 2022 | $397,000 | -11.2% | 6,878 | -4.5% | 0.31% | -3.7% |
| Q2 2022 | $447,000 | -22.1% | 7,201 | -11.5% | 0.32% | -11.5% |
| Q1 2022 | $574,000 | -1.7% | 8,133 | -2.7% | 0.36% | +1.4% |
| Q4 2021 | $584,000 | +6.0% | 8,355 | +3.6% | 0.36% | -0.3% |
| Q3 2021 | $551,000 | – | 8,068 | – | 0.36% | – |
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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% |