FIRST TR LRG CP VL ALPHADEX's ticker is FTA and the CUSIP is 33735J101. A total of 111 filers reported holding FIRST TR LRG CP VL ALPHADEX in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $20,046,000 | -25.3% | 354,735 | -31.8% | 0.77% | -32.9% |
| Q3 2019 | $26,838,000 | +8.0% | 520,424 | +10.3% | 1.15% | +2.5% |
| Q2 2019 | $24,842,000 | +11.9% | 471,829 | +9.6% | 1.12% | +2.1% |
| Q1 2019 | $22,195,000 | +38.5% | 430,392 | +28.9% | 1.10% | +12.3% |
| Q4 2018 | $16,026,000 | +25.9% | 334,004 | +42.1% | 0.98% | +10.8% |
| Q3 2018 | $12,727,000 | +23.1% | 235,075 | +21.8% | 0.88% | +1.0% |
| Q2 2018 | $10,338,000 | +83.5% | 192,988 | +81.2% | 0.88% | +30.6% |
| Q1 2018 | $5,633,000 | +45.5% | 106,496 | +57.7% | 0.67% | -7.4% |
| Q4 2017 | $3,871,000 | – | 67,533 | – | 0.72% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Golden State Wealth Management, LLC | 1,006,379 | $56,870,000 | 10.87% |
| TOTAL INVESTMENT MANAGEMENT INC | 1,006,379 | $56,870,000 | 10.87% |
| Peak Capital Management LLC | 147,031 | $8,257,000 | 6.70% |
| Riverpoint Wealth Management Holdings, LLC | 130,779 | $7,390,000 | 2.93% |
| Eukles Asset Management | 53,921 | $3,047,000 | 2.48% |
| Gladstone Institutional Advisory LLC | 117,377 | $6,633,000 | 1.63% |
| Investors Financial Group, LLC | 27,611 | $1,560,000 | 1.27% |
| FOUNDERS FINANCIAL SECURITIES LLC | 57,427 | $3,245,000 | 1.10% |
| Regal Investment Advisors LLC | 80,596 | $4,554,000 | 0.82% |
| PFS INVESTMENTS INC. | 354,735 | $20,046,000 | 0.77% |