FIRST TR LRG CP VL ALPHADEX's ticker is FTA and the CUSIP is 33735J101. A total of 181 filers reported holding FIRST TR LRG CP VL ALPHADEX in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $814,349 | -2.8% | 12,571 | 0.0% | 0.35% | +0.9% |
Q2 2023 | $838,234 | +0.4% | 12,571 | 0.0% | 0.34% | -5.8% |
Q1 2023 | $834,665 | +0.9% | 12,571 | 0.0% | 0.36% | -4.7% |
Q4 2022 | $827,298 | +14.1% | 12,571 | 0.0% | 0.38% | +2.1% |
Q3 2022 | $725,095 | -7.1% | 12,571 | 0.0% | 0.37% | -4.1% |
Q2 2022 | $780,785 | -11.9% | 12,571 | 0.0% | 0.39% | +2.1% |
Q1 2022 | $886,507 | +0.9% | 12,571 | 0.0% | 0.38% | +8.2% |
Q4 2021 | $878,461 | – | 12,571 | – | 0.35% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Midwest Heritage Bank, FSB | 258,797 | $16,764,887 | 12.59% |
Holistic Financial Partners | 133,122 | $8,623,622 | 5.72% |
COTTONWOOD CAPITAL ADVISORS, LLC | 84,980 | $5,504,996 | 5.14% |
IAMS WEALTH MANAGEMENT, LLC | 63,524 | $4,115,085 | 2.85% |
FSB PREMIER WEALTH MANAGEMENT, INC. | 58,382 | $3,781,970 | 2.10% |
Blackhawk Capital Partners LLC. | 30,906 | $2,002,091 | 1.46% |
Secure Asset Management, LLC | 57,973 | $3,755,513 | 1.12% |
Triton Wealth Management, PLLC | 24,293 | $1,587,820 | 1.07% |
Coppell Advisory Solutions LLC | 46,844 | $3,082,835 | 1.06% |
Kowal Investment Group, LLC | 54,360 | $3,521,433 | 0.95% |