FIRST TR LRG CP GRWTH ALPHAD's ticker is FTC and the CUSIP is 33735K108. A total of 169 filers reported holding FIRST TR LRG CP GRWTH ALPHAD in Q2 2023. The put-call ratio across all filers is 9.76 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sterling Manor Financial, LLC | 48,448 | $4,907,298 | 4.14% |
| HFG Advisors, Inc. | 24,001 | $2,431,061 | 2.57% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 38,425 | $3,892,063 | 2.11% |
| Arden Trust Co | 125,250 | $12,687 | 2.08% |
| IAMS WEALTH MANAGEMENT, LLC | 55,451 | $5,541,813 | 2.02% |
| Coppell Advisory Solutions LLC | 50,969 | $5,097,446 | 1.44% |
| Beck Bode, LLC | 48,483 | $4,910,848 | 1.20% |
| Horizon Family Wealth, Inc. | 11,912 | $1,206,600 | 1.15% |
| ETFIDEA, LLC | 15,344 | $1,554,194 | 0.64% |
| Stonebridge Financial Planning Group, LLC | 10,207 | $1,033,866 | 0.63% |