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 ↓ |
|---|---|---|---|
| Sterling Manor Financial, LLC | 48,448 | $4,907,298 | 4.14% |
| HFG Advisors, Inc. | 24,001 | $2,431,061 | 2.57% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 38,425 | $3,892,063 | 2.11% |
| Arden Trust Co | 125,250 | $12,687 | 2.08% |
| IAMS WEALTH MANAGEMENT, LLC | 55,451 | $5,541,813 | 2.02% |
| Coppell Advisory Solutions LLC | 50,969 | $5,097,446 | 1.44% |
| Beck Bode, LLC | 48,483 | $4,910,848 | 1.20% |
| Horizon Family Wealth, Inc. | 11,912 | $1,206,600 | 1.15% |
| ETFIDEA, LLC | 15,344 | $1,554,194 | 0.64% |
| Stonebridge Financial Planning Group, LLC | 10,207 | $1,033,866 | 0.63% |