FIRST TR LRG CP GRWTH ALPHAD's ticker is FTC and the CUSIP is 33735K108. A total of 163 filers reported holding FIRST TR LRG CP GRWTH ALPHAD in Q4 2022. The put-call ratio across all filers is 1.83 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $244,222 | +18.2% | 2,524 | +23.7% | 0.03% | +23.1% |
| Q2 2023 | $206,632 | +8.4% | 2,040 | -0.4% | 0.03% | 0.0% |
| Q1 2023 | $190,546 | +102344.1% | 2,048 | +0.5% | 0.03% | -7.1% |
| Q4 2022 | $186 | -99.9% | 2,037 | -44.3% | 0.03% | -45.1% |
| Q3 2022 | $313,000 | -3.1% | 3,660 | 0.0% | 0.05% | +2.0% |
| Q2 2022 | $323,000 | -11.7% | 3,660 | +6.8% | 0.05% | -12.3% |
| Q1 2022 | $366,000 | -11.2% | 3,427 | 0.0% | 0.06% | 0.0% |
| Q4 2021 | $412,000 | +8.1% | 3,427 | 0.0% | 0.06% | +3.6% |
| Q3 2021 | $381,000 | +1.3% | 3,427 | 0.0% | 0.06% | -3.5% |
| Q2 2021 | $376,000 | +12.6% | 3,427 | 0.0% | 0.06% | +5.6% |
| Q1 2021 | $334,000 | +6.7% | 3,427 | +5.7% | 0.05% | +1.9% |
| Q4 2020 | $313,000 | +15.1% | 3,243 | 0.0% | 0.05% | +1.9% |
| Q3 2020 | $272,000 | 0.0% | 3,243 | -7.3% | 0.05% | -8.8% |
| Q2 2020 | $272,000 | +19.3% | 3,497 | -8.5% | 0.06% | -3.4% |
| Q1 2020 | $228,000 | -10.6% | 3,822 | +9.3% | 0.06% | +25.5% |
| Q4 2019 | $255,000 | +4.5% | 3,497 | 0.0% | 0.05% | -2.1% |
| Q3 2019 | $244,000 | +212.8% | 3,497 | +95.3% | 0.05% | +84.6% |
| Q3 2014 | $78,000 | -1.3% | 1,791 | 0.0% | 0.03% | 0.0% |
| Q2 2014 | $79,000 | +216.0% | 1,791 | +198.5% | 0.03% | +188.9% |
| Q1 2014 | $25,000 | – | 600 | – | 0.01% | – |
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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% |