ASSETMARK, INC - FIRST TR LRG CP GRWTH ALPHAD ownership

FIRST TR LRG CP GRWTH ALPHAD's ticker is FTC and the CUSIP is 33735K108. A total of 150 filers reported holding FIRST TR LRG CP GRWTH ALPHAD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
ASSETMARK, INC ownership history of FIRST TR LRG CP GRWTH ALPHAD
ValueSharesWeighting
Q3 2023$1,666,901
+172.8%
16,741
+172.8%
0.01%
+250.0%
Q2 2023$610,962
+1978.0%
6,136
+1776.5%
0.00%
Q1 2023$29,401
-8.6%
3270.0%0.00%
Q4 2022$32,164
-5.4%
327
-18.9%
0.00%
Q3 2022$34,000
-19.0%
403
-15.0%
0.00%
Q2 2022$42,000
-20.8%
474
-5.0%
0.00%
Q1 2022$53,000
-10.2%
499
-1.0%
0.00%
Q4 2021$59,0000.0%504
-4.9%
0.00%
Q3 2021$59,000
+1.7%
5300.0%0.00%
Q2 2021$58,000
-9.4%
530
-19.0%
0.00%
Q1 2021$64,000
+1.6%
6540.0%0.00%
Q4 2020$63,000
+8.6%
654
-5.5%
0.00%
Q3 2020$58,000
+9.4%
6920.0%0.00%
Q2 2020$53,000
+29.3%
6920.0%0.00%
Q1 2020$41,000
-18.0%
6920.0%0.00%
Q4 2019$50,000
+4.2%
6920.0%0.00%
Q3 2019$48,000
-2.0%
6920.0%0.00%
Q2 2019$49,000
-15.5%
692
-20.6%
0.00%
-100.0%
Q1 2019$58,000
+16.0%
8710.0%0.00%
Q4 2018$50,000
-18.0%
8710.0%0.00%
-100.0%
Q3 2018$61,000
+7.0%
8710.0%0.00%0.0%
Q2 2018$57,000
+1.8%
8710.0%0.00%0.0%
Q1 2018$56,000
+5.7%
8710.0%0.00%0.0%
Q4 2017$53,000
+6.0%
8710.0%0.00%0.0%
Q3 2017$50,000
+4.2%
8710.0%0.00%0.0%
Q2 2017$48,000
+4.3%
8710.0%0.00%0.0%
Q1 2017$46,000
+7.0%
8710.0%0.00%0.0%
Q4 2016$43,000
-2.3%
8710.0%0.00%0.0%
Q3 2016$44,000
+2.3%
8710.0%0.00%0.0%
Q2 2016$43,000
+2.4%
8710.0%0.00%0.0%
Q1 2016$42,0000.0%8710.0%0.00%0.0%
Q4 2015$42,0008710.00%
Other shareholders
FIRST TR LRG CP GRWTH ALPHAD shareholders Q1 2021
NameSharesValueWeighting ↓
Riverpoint Wealth Management Holdings, LLC 185,688$9,349,0007.59%
Jaffetilchin Investment Partners, LLC 379,556$18,613,0005.55%
Clearwater Capital Advisors, LLC 280,689$13,877,0004.81%
IHT Wealth Management, LLC 84,408$4,173,0003.16%
CREATIVE FINANCIAL DESIGNS INC /ADV 29,287$1,436,0001.17%
WINTRUST INVESTMENTS LLC 49,995$2,452,0001.02%
Krilogy Financial LLC 27,375$1,342,0000.42%
Transamerica Financial Advisors, Inc. 61,865$3,034,0000.36%
Snowden Capital Advisors LLC 23,019$1,128,8520.28%
Janney Montgomery Scott LLC 288,033$14,125,0000.21%
View complete list of FIRST TR LRG CP GRWTH ALPHAD shareholders