FIRST TR LRG CP VL ALPHADEX's ticker is FTA and the CUSIP is 33735J101. A total of 2 filers reported holding FIRST TR LRG CP VL ALPHADEX in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $218,114 | -2.8% | 3,367 | 0.0% | 0.15% | +3.5% |
| Q2 2023 | $224,512 | +0.4% | 3,367 | 0.0% | 0.14% | -3.4% |
| Q1 2023 | $223,556 | +0.9% | 3,367 | 0.0% | 0.15% | -3.9% |
| Q4 2022 | $221,582 | +6.0% | 3,367 | 0.0% | 0.15% | -2.5% |
| Q2 2022 | $209,000 | -11.8% | 3,367 | 0.0% | 0.16% | +3.9% |
| Q1 2022 | $237,000 | +0.9% | 3,367 | 0.0% | 0.15% | +5.6% |
| Q4 2021 | $235,000 | -0.8% | 3,367 | 0.0% | 0.14% | -5.3% |
| Q1 2021 | $237,000 | – | 3,367 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Golden State Wealth Management, LLC | 1,006,379 | $56,870,000 | 10.87% |
| TOTAL INVESTMENT MANAGEMENT INC | 1,006,379 | $56,870,000 | 10.87% |
| Peak Capital Management LLC | 147,031 | $8,257,000 | 6.70% |
| Riverpoint Wealth Management Holdings, LLC | 130,779 | $7,390,000 | 2.93% |
| Eukles Asset Management | 53,921 | $3,047,000 | 2.48% |
| Gladstone Institutional Advisory LLC | 117,377 | $6,633,000 | 1.63% |
| Investors Financial Group, LLC | 27,611 | $1,560,000 | 1.27% |
| FOUNDERS FINANCIAL SECURITIES LLC | 57,427 | $3,245,000 | 1.10% |
| Regal Investment Advisors LLC | 80,596 | $4,554,000 | 0.82% |
| PFS INVESTMENTS INC. | 354,735 | $20,046,000 | 0.77% |