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 ↓
TOTAL INVESTMENT MANAGEMENT INC 998,283$36,737,00010.36%
Kowal Investment Group, LLC 95,247$6,063,0002.45%
Eukles Asset Management 33,936$2,160,0001.40%
Cascadia Advisory Services, LLC 81,517$5,189,0001.15%
Investors Financial Group, LLC 25,572$1,628,0000.95%
Synergy Asset Management, LLC 32,181$2,049,0000.61%
Jaffetilchin Investment Partners, LLC 76,696$4,882,0000.58%
BHF RG Capital Inc. 9,054$576,0000.43%
Pinnacle Family Advisors, LLC 10,550$672,0000.35%
LVZ, Inc. 35,565$2,264,0000.35%
View complete list of FIRST TR LRG CP VL ALPHADEX shareholders