Horizon Family Wealth, Inc. - FIRST TR LRG CP VL ALPHADEX ownership

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
Horizon Family Wealth, Inc. ownership history of FIRST TR LRG CP VL ALPHADEX
ValueSharesWeighting
Q3 2023$300,826
-2.2%
4,644
+0.6%
0.29%
-1.0%
Q2 2023$307,698
+0.9%
4,615
+0.5%
0.29%
-9.0%
Q1 2023$305,003
+1.3%
4,594
+0.4%
0.32%
-6.9%
Q4 2022$300,993
+14.9%
4,574
+0.8%
0.35%
+8.4%
Q3 2022$262,000
-6.4%
4,537
+0.6%
0.32%
-1.5%
Q2 2022$280,000
-11.7%
4,511
+0.4%
0.32%
+3.5%
Q1 2022$317,000
+1.0%
4,4910.0%0.31%
-1.9%
Q4 2021$314,0004,4910.32%
Other shareholders
FIRST TR LRG CP VL ALPHADEX shareholders Q2 2022
NameSharesValueWeighting ↓
Midwest Heritage Bank, FSB 160,355$9,960,0009.01%
Sterling Manor Financial, LLC 110,571$6,868,0008.41%
COTTONWOOD CAPITAL ADVISORS, LLC 91,932$5,710,0005.16%
FSB PREMIER WEALTH MANAGEMENT, INC. 68,079$4,228,0002.34%
Triton Wealth Management, PLLC 41,207$2,704,0001.90%
Kowal Investment Group, LLC 74,018$4,597,0001.51%
S.C. Financial Services, Inc. 15,711$976,0001.50%
Eukles Asset Management 30,385$1,887,0001.20%
Laurel Wealth Advisors, Inc. 187,125$11,622,0001.19%
SignalPoint Asset Management, LLC 40,321$2,504,0000.92%
View complete list of FIRST TR LRG CP VL ALPHADEX shareholders