Halpern Financial, 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 126 filers reported holding FIRST TR LRG CP VL ALPHADEX in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Halpern Financial, Inc. ownership history of FIRST TR LRG CP VL ALPHADEX
ValueSharesWeighting
Q3 2023$67,371
-2.8%
1,0400.0%0.02%
-4.2%
Q2 2023$69,347
+0.4%
1,0400.0%0.02%
-4.0%
Q1 2023$69,052
+0.9%
1,0400.0%0.02%0.0%
Q4 2022$68,442
+14.1%
1,0400.0%0.02%
+4.2%
Q3 2022$59,987
-7.1%
1,0400.0%0.02%
-4.0%
Q2 2022$64,594
-11.9%
1,0400.0%0.02%
-7.4%
Q1 2022$73,341
+0.9%
1,0400.0%0.03%
-12.9%
Q4 2021$72,675
+8.5%
1,0400.0%0.03%0.0%
Q3 2021$66,997
-1.9%
1,0400.0%0.03%
-3.1%
Q2 2021$68,276
+3.1%
1,0400.0%0.03%0.0%
Q1 2021$66,200
+15.9%
1,0400.0%0.03%
+6.7%
Q4 2020$57,127
+17.7%
1,0400.0%0.03%
+3.4%
Q3 2020$48,537
+2.6%
1,0400.0%0.03%
-6.5%
Q2 2020$47,289
+23.6%
1,0400.0%0.03%
-13.9%
Q1 2020$38,272
-34.9%
1,0400.0%0.04%
-21.7%
Q4 2019$58,7701,0400.05%
Other shareholders
FIRST TR LRG CP VL ALPHADEX shareholders Q3 2021
NameSharesValueWeighting ↓
Midwest Heritage Bank, FSB 160,355$9,960,0009.01%
Sterling Manor Financial, LLC 110,571$6,868,0008.41%
COTTONWOOD CAPITAL ADVISORS, LLC 91,932$5,710,0005.16%
FSB PREMIER WEALTH MANAGEMENT, INC. 68,079$4,228,0002.34%
Triton Wealth Management, PLLC 41,207$2,704,0001.90%
Kowal Investment Group, LLC 74,018$4,597,0001.51%
S.C. Financial Services, Inc. 15,711$976,0001.50%
Eukles Asset Management 30,385$1,887,0001.20%
Laurel Wealth Advisors, Inc. 187,125$11,622,0001.19%
SignalPoint Asset Management, LLC 40,321$2,504,0000.92%
View complete list of FIRST TR LRG CP VL ALPHADEX shareholders