FIRST TR LRG CP VL ALPHADEX's ticker is FTA and the CUSIP is 33735J101. A total of 153 filers reported holding FIRST TR LRG CP VL ALPHADEX in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $67,371 | -2.8% | 1,040 | 0.0% | 0.02% | -4.2% |
| Q2 2023 | $69,347 | +0.4% | 1,040 | 0.0% | 0.02% | -4.0% |
| Q1 2023 | $69,052 | +0.9% | 1,040 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $68,442 | +14.1% | 1,040 | 0.0% | 0.02% | +4.2% |
| Q3 2022 | $59,987 | -7.1% | 1,040 | 0.0% | 0.02% | -4.0% |
| Q2 2022 | $64,594 | -11.9% | 1,040 | 0.0% | 0.02% | -7.4% |
| Q1 2022 | $73,341 | +0.9% | 1,040 | 0.0% | 0.03% | -12.9% |
| Q4 2021 | $72,675 | +8.5% | 1,040 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $66,997 | -1.9% | 1,040 | 0.0% | 0.03% | -3.1% |
| Q2 2021 | $68,276 | +3.1% | 1,040 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $66,200 | +15.9% | 1,040 | 0.0% | 0.03% | +6.7% |
| Q4 2020 | $57,127 | +17.7% | 1,040 | 0.0% | 0.03% | +3.4% |
| Q3 2020 | $48,537 | +2.6% | 1,040 | 0.0% | 0.03% | -6.5% |
| Q2 2020 | $47,289 | +23.6% | 1,040 | 0.0% | 0.03% | -13.9% |
| Q1 2020 | $38,272 | -34.9% | 1,040 | 0.0% | 0.04% | -21.7% |
| Q4 2019 | $58,770 | – | 1,040 | – | 0.05% | – |
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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% |