AVANTAX ADVISORY SERVICES, INC. - FIRST TR LRG CP GRWTH ALPHAD ownership

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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%.

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Quarter-by-quarter ownership
AVANTAX ADVISORY SERVICES, INC. ownership history of FIRST TR LRG CP GRWTH ALPHAD
ValueSharesWeighting
Q3 2023$6,367,601
-6.5%
65,808
-2.1%
0.07%
-9.0%
Q2 2023$6,809,860
+14.6%
67,231
+5.2%
0.08%
+6.8%
Q1 2023$5,944,444
-0.0%
63,891
-1.8%
0.07%
-7.6%
Q4 2022$5,947,315
+23.2%
65,055
+15.3%
0.08%
+6.8%
Q3 2022$4,827,000
-2.9%
56,425
+0.0%
0.07%
-1.3%
Q2 2022$4,971,000
-0.5%
56,398
+20.4%
0.08%
+8.7%
Q1 2022$4,996,000
-16.9%
46,856
-6.3%
0.07%
-24.2%
Q4 2021$6,014,000
-8.4%
50,010
-15.3%
0.09%
-16.5%
Q3 2021$6,562,000
+0.0%
59,057
-1.1%
0.11%
-8.4%
Q2 2021$6,561,000
+9.2%
59,741
-2.9%
0.12%
-7.8%
Q1 2021$6,008,000
-20.9%
61,517
-21.7%
0.13%
-28.3%
Q4 2020$7,591,000
-11.2%
78,554
-22.9%
0.18%
+31.4%
Q3 2020$8,548,000
+24.5%
101,826
+13.7%
0.14%
-30.8%
Q2 2020$6,864,000
+43.4%
89,545
+12.2%
0.20%
+38.5%
Q1 2020$4,785,000
-4.3%
79,825
+16.4%
0.14%
+23.3%
Q4 2019$4,999,000–68,592–0.12%–
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Other shareholders
FIRST TR LRG CP GRWTH ALPHAD shareholders Q3 2023
NameSharesValueWeighting ↓
Jaffetilchin Investment Partners, LLC 397,941$19,841,0006.01%
Clearwater Capital Advisors, LLC 293,595$14,727,0005.43%
Krilogy Financial LLC 100,985$5,035,0001.75%
Horizon Investments, LLC 203,740$10,158,0000.76%
Cetera Investment Advisers 18,695$931,0000.36%
Transamerica Financial Advisors, Inc. 64,441$3,213,0000.32%
Snowden Capital Advisors LLC 18,477$921,2630.28%
LPL Financial LLC 464,516$23,300,0000.20%
LVZ, Inc. 5,929$296,0000.13%
WFG Advisors, LP 9,378$468,0000.12%
View complete list of FIRST TR LRG CP GRWTH ALPHAD shareholders