FIRST TR LRG CP GRWTH ALPHAD's ticker is FTC and the CUSIP is 33735K108. A total of 145 filers reported holding FIRST TR LRG CP GRWTH ALPHAD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $237,930 | +8.9% | 2,349 | 0.0% | 0.11% | +1.9% |
| Q1 2023 | $218,551 | +1.8% | 2,349 | 0.0% | 0.10% | -1.9% |
| Q4 2022 | $214,746 | +6.8% | 2,349 | 0.0% | 0.11% | -7.8% |
| Q3 2022 | $201,000 | -10.7% | 2,349 | -7.8% | 0.12% | -10.8% |
| Q2 2022 | $225,000 | -17.3% | 2,549 | 0.0% | 0.13% | -15.0% |
| Q1 2022 | $272,000 | -16.3% | 2,549 | -5.6% | 0.15% | -21.9% |
| Q4 2021 | $325,000 | -7.7% | 2,699 | -14.9% | 0.20% | -12.5% |
| Q3 2021 | $352,000 | +1.1% | 3,171 | 0.0% | 0.22% | -0.4% |
| Q2 2021 | $348,000 | +12.3% | 3,171 | 0.0% | 0.22% | -0.4% |
| Q1 2021 | $310,000 | +1.3% | 3,171 | 0.0% | 0.23% | -12.1% |
| Q4 2020 | $306,000 | +15.0% | 3,171 | 0.0% | 0.26% | -4.8% |
| Q3 2020 | $266,000 | – | 3,171 | – | 0.27% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FSB PREMIER WEALTH MANAGEMENT, INC. | 58,745 | $5,858,000 | 2.94% |
| HFG Advisors, Inc. | 18,729 | $1,998,000 | 2.28% |
| GeoWealth Management, LLC | 154,519 | $16,487,000 | 1.45% |
| Horizon Family Wealth, Inc. | 11,825 | $1,262,000 | 1.25% |
| S.C. Financial Services, Inc. | 7,036 | $751,000 | 0.96% |
| SignalPoint Asset Management, LLC | 26,492 | $2,827,000 | 0.90% |
| Stonebridge Financial Planning Group, LLC | 13,730 | $1,465,000 | 0.82% |
| ETFIDEA, LLC | 16,864 | $1,799,389 | 0.78% |
| BKA Wealth Consulting, Inc. | 4,357 | $465,000 | 0.70% |
| Ignite Planners, LLC | 9,702 | $966,000 | 0.65% |