FIRST TR LRG CP VL ALPHADEX's ticker is FTA and the CUSIP is 33735J101. A total of 123 filers reported holding FIRST TR LRG CP VL ALPHADEX in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $123,277 | -2.8% | 1,903 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $126,892 | -34.2% | 1,903 | -34.4% | 0.00% | -50.0% |
| Q1 2023 | $192,748 | +0.9% | 2,903 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $191,047 | +14.4% | 2,903 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $167,000 | -10.7% | 2,903 | -3.8% | 0.00% | 0.0% |
| Q2 2022 | $187,000 | +246.3% | 3,018 | +292.5% | 0.00% | – |
| Q1 2022 | $54,000 | 0.0% | 769 | 0.0% | 0.00% | – |
| Q4 2021 | $54,000 | +8.0% | 769 | 0.0% | 0.00% | – |
| Q3 2021 | $50,000 | 0.0% | 769 | 0.0% | 0.00% | -100.0% |
| Q2 2021 | $50,000 | +2.0% | 769 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $49,000 | +16.7% | 769 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $42,000 | – | 769 | – | 0.00% | – |
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% |