FIRST TR LRG CP GRWTH ALPHAD's ticker is FTC and the CUSIP is 33735K108. A total of 1 filers reported holding FIRST TR LRG CP GRWTH ALPHAD in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.6%.
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 ↓ |
|---|---|---|---|
| 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% |