FIRST TR LRG CP GRWTH ALPHAD's ticker is FTC and the CUSIP is 33735K108. A total of 127 filers reported holding FIRST TR LRG CP GRWTH ALPHAD in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,430,901 | -3.9% | 25,123 | +0.6% | 0.04% | -2.8% |
| Q2 2023 | $2,530,731 | +79.2% | 24,985 | +64.6% | 0.04% | +56.5% |
| Q1 2023 | $1,412,626 | +14.8% | 15,183 | +12.8% | 0.02% | +9.5% |
| Q4 2022 | $1,230,148 | +55.9% | 13,456 | +46.0% | 0.02% | +40.0% |
| Q3 2022 | $789,000 | +5.3% | 9,219 | +8.4% | 0.02% | +7.1% |
| Q2 2022 | $749,000 | -15.0% | 8,502 | +2.9% | 0.01% | 0.0% |
| Q1 2022 | $881,000 | -1.0% | 8,259 | +11.6% | 0.01% | 0.0% |
| Q4 2021 | $890,000 | +74.5% | 7,402 | +61.2% | 0.01% | +55.6% |
| Q3 2021 | $510,000 | +34.6% | 4,591 | +32.9% | 0.01% | +28.6% |
| Q2 2021 | $379,000 | +51.0% | 3,455 | +34.4% | 0.01% | +40.0% |
| Q1 2021 | $251,000 | -3.5% | 2,570 | -4.5% | 0.01% | -16.7% |
| Q4 2020 | $260,000 | +17.6% | 2,690 | +2.3% | 0.01% | 0.0% |
| Q3 2020 | $221,000 | +10.0% | 2,630 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $201,000 | – | 2,630 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Riverpoint Wealth Management Holdings, LLC | 185,688 | $9,349,000 | 7.59% |
| Jaffetilchin Investment Partners, LLC | 379,556 | $18,613,000 | 5.55% |
| Clearwater Capital Advisors, LLC | 280,689 | $13,877,000 | 4.81% |
| IHT Wealth Management, LLC | 84,408 | $4,173,000 | 3.16% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 29,287 | $1,436,000 | 1.17% |
| WINTRUST INVESTMENTS LLC | 49,995 | $2,452,000 | 1.02% |
| Krilogy Financial LLC | 27,375 | $1,342,000 | 0.42% |
| Transamerica Financial Advisors, Inc. | 61,865 | $3,034,000 | 0.36% |
| Snowden Capital Advisors LLC | 23,019 | $1,128,852 | 0.28% |
| Janney Montgomery Scott LLC | 288,033 | $14,125,000 | 0.21% |