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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $221 | +57.9% | 3,323 | +55.9% | 0.02% | +38.5% |
| Q4 2022 | $140 | -99.9% | 2,132 | -37.4% | 0.01% | -31.6% |
| Q3 2022 | $196,000 | +14.6% | 3,404 | +23.6% | 0.02% | +11.8% |
| Q2 2022 | $171,000 | -1.7% | 2,754 | +11.6% | 0.02% | +21.4% |
| Q1 2022 | $174,000 | -11.7% | 2,468 | -12.3% | 0.01% | -6.7% |
| Q4 2021 | $197,000 | +0.5% | 2,813 | -7.7% | 0.02% | -6.2% |
| Q3 2021 | $196,000 | -9.7% | 3,048 | -7.6% | 0.02% | -11.1% |
| Q2 2021 | $217,000 | -9.2% | 3,298 | -12.3% | 0.02% | -25.0% |
| Q1 2021 | $239,000 | -0.4% | 3,760 | -14.0% | 0.02% | -4.0% |
| Q4 2020 | $240,000 | +14.8% | 4,370 | -2.5% | 0.02% | -13.8% |
| Q3 2020 | $209,000 | +23.7% | 4,480 | +20.8% | 0.03% | +16.0% |
| Q2 2020 | $169,000 | -34.5% | 3,710 | -24.8% | 0.02% | -30.6% |
| Q2 2018 | $258,000 | – | 4,932 | – | 0.04% | – |
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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% |