FIRST TR LRG CP GRWTH ALPHAD's ticker is FTC and the CUSIP is 33735K108. A total of 180 filers reported holding FIRST TR LRG CP GRWTH ALPHAD in Q3 2023. 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. | 97,771 | $9,547,000 | 5.14% |
| Sterling Manor Financial, LLC | 31,045 | $3,032,000 | 2.70% |
| SignalPoint Asset Management, LLC | 25,498 | $2,490,000 | 0.88% |
| Stonebridge Financial Planning Group, LLC | 14,425 | $1,477,000 | 0.86% |
| Gladstone Institutional Advisory LLC | 56,199 | $5,488 | 0.85% |
| Strid Group, LLC | 28,557 | $2,789,000 | 0.68% |
| BHF RG Capital Inc. | 9,424 | $921,000 | 0.68% |
| G&S Capital LLC | 8,843 | $864,000 | 0.50% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 92,604 | $9,043,000 | 0.49% |
| Clearwater Capital Advisors, LLC | 37,446 | $3,657,000 | 0.46% |