FIRST TR LRG CP VL ALPHADEX's ticker is FTA and the CUSIP is 33735J101. A total of 45 filers reported holding FIRST TR LRG CP VL ALPHADEX in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2015 | $7,480,000 | +9.6% | 170,972 | +9.5% | 0.08% | +4.1% |
| Q4 2014 | $6,824,000 | +47.6% | 156,090 | +43.4% | 0.07% | +12.3% |
| Q3 2014 | $4,624,000 | +151.7% | 108,881 | +158.1% | 0.06% | +150.0% |
| Q2 2014 | $1,837,000 | +18.1% | 42,183 | +11.8% | 0.03% | +13.0% |
| Q1 2014 | $1,556,000 | +32.7% | 37,717 | +29.3% | 0.02% | +15.0% |
| Q4 2013 | $1,173,000 | +26.5% | 29,172 | +15.5% | 0.02% | +17.6% |
| Q3 2013 | $927,000 | -12.4% | 25,256 | -16.7% | 0.02% | -19.0% |
| Q2 2013 | $1,058,000 | – | 30,311 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Riverpoint Wealth Management Holdings, LLC | 184,481 | $9,463,000 | 6.22% |
| HAYS ADVISORY LLC | 134,448 | $6,872,000 | 1.99% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 47,817 | $2,444,000 | 1.40% |
| Clearwater Capital Advisors, LLC | 101,202 | $5,193,000 | 1.21% |
| First Capital Advisors Group, LLC. | 33,969 | $1,736,000 | 1.19% |
| Regal Investment Advisors LLC | 78,634 | $4,019,000 | 0.94% |
| WINTRUST INVESTMENTS LLC | 69,431 | $3,549,000 | 0.90% |
| Voya Financial Advisors, Inc. | 186,976 | $9,538,000 | 0.64% |
| Kingsview Wealth Management, LLC | 15,601 | $797,000 | 0.35% |
| StoneX Group Inc. | 5,499 | $281,000 | 0.35% |