FIRST TR LRG CP VL ALPHADEX's ticker is FTA and the CUSIP is 33735J101. A total of 157 filers reported holding FIRST TR LRG CP VL ALPHADEX in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,426,767 | -16.9% | 52,899 | -14.5% | 0.05% | -14.3% |
| Q2 2023 | $4,125,047 | +10.5% | 61,863 | +10.0% | 0.06% | +1.8% |
| Q1 2023 | $3,733,090 | -6.8% | 56,224 | -7.7% | 0.06% | -14.1% |
| Q4 2022 | $4,007,590 | +0.4% | 60,893 | -12.0% | 0.06% | -7.2% |
| Q3 2022 | $3,991,500 | +9.4% | 69,204 | +17.9% | 0.07% | +1.5% |
| Q2 2022 | $3,647,000 | -21.0% | 58,720 | -10.3% | 0.07% | -11.7% |
| Q1 2022 | $4,618,000 | – | 65,499 | – | 0.08% | – |
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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% |