FIRST TR LRG CP VL ALPHADEX's ticker is FTA and the CUSIP is 33735J101. A total of 199 filers reported holding FIRST TR LRG CP VL ALPHADEX in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,641,046 | +1.6% | 35,884 | +5.4% | 0.80% | -14.5% |
| Q1 2024 | $2,599,274 | +23.9% | 34,031 | +14.9% | 0.93% | +10.4% |
| Q4 2023 | $2,097,364 | +6.5% | 29,607 | -2.6% | 0.84% | +138.0% |
| Q3 2023 | $1,968,749 | +29.9% | 30,391 | +33.7% | 0.36% | +31.0% |
| Q2 2023 | $1,515,721 | +69.6% | 22,731 | +68.9% | 0.27% | +97.8% |
| Q1 2023 | $893,481 | +46.3% | 13,457 | +45.0% | 0.14% | +30.5% |
| Q4 2022 | $610,683 | – | 9,280 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FSB PREMIER WEALTH MANAGEMENT, INC. | 61,718 | $3,975,000 | 1.99% |
| Kowal Investment Group, LLC | 78,626 | $5,065,000 | 1.60% |
| Eukles Asset Management | 34,438 | $2,218,000 | 1.21% |
| Investors Financial Group, LLC | 23,045 | $1,485,000 | 0.78% |
| SignalPoint Asset Management, LLC | 29,440 | $1,897,000 | 0.61% |
| Regal Investment Advisors LLC | 87,776 | $5,655,000 | 0.55% |
| StoneX Group Inc. | 49,169 | $3,167,000 | 0.46% |
| BHF RG Capital Inc. | 9,109 | $587,000 | 0.39% |
| LVZ, Inc. | 40,129 | $2,585,000 | 0.37% |
| Independent Wealth Network Inc. | 8,068 | $551,000 | 0.36% |