FIRST TR LRG CP GRWTH ALPHAD's ticker is FTC and the CUSIP is 33735K108. A total of 145 filers reported holding FIRST TR LRG CP GRWTH ALPHAD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $623,000 | -7.6% | 6,420 | -3.5% | 0.00% | 0.0% |
| Q2 2023 | $674,000 | +7.7% | 6,651 | -1.2% | 0.00% | 0.0% |
| Q1 2023 | $626,000 | -29.7% | 6,733 | -31.1% | 0.00% | -50.0% |
| Q4 2022 | $891,000 | +5.8% | 9,776 | -0.9% | 0.00% | 0.0% |
| Q3 2022 | $842,000 | -37.7% | 9,869 | -35.6% | 0.00% | -33.3% |
| Q2 2022 | $1,351,000 | +26.5% | 15,323 | +53.2% | 0.00% | +50.0% |
| Q1 2022 | $1,068,000 | -10.2% | 10,004 | +1.0% | 0.00% | -33.3% |
| Q4 2021 | $1,189,000 | -0.6% | 9,901 | -7.9% | 0.00% | 0.0% |
| Q3 2021 | $1,196,000 | +0.3% | 10,749 | -1.4% | 0.00% | 0.0% |
| Q2 2021 | $1,192,000 | -10.6% | 10,897 | -20.2% | 0.00% | -25.0% |
| Q1 2021 | $1,334,000 | -3.8% | 13,649 | -4.9% | 0.00% | -33.3% |
| Q4 2020 | $1,387,000 | +10.2% | 14,359 | -4.0% | 0.01% | 0.0% |
| Q3 2020 | $1,259,000 | -5.0% | 14,961 | -13.6% | 0.01% | -14.3% |
| Q2 2020 | $1,325,000 | +7.5% | 17,309 | -15.9% | 0.01% | -12.5% |
| Q1 2020 | $1,233,000 | -39.6% | 20,582 | -26.4% | 0.01% | -33.3% |
| Q4 2019 | $2,041,000 | -6.9% | 27,968 | -10.8% | 0.01% | 0.0% |
| Q3 2019 | $2,192,000 | +9.8% | 31,346 | +10.6% | 0.01% | 0.0% |
| Q2 2019 | $1,997,000 | -8.8% | 28,350 | -13.3% | 0.01% | -20.0% |
| Q1 2019 | $2,189,000 | +53.6% | 32,685 | +31.4% | 0.02% | +36.4% |
| Q4 2018 | $1,425,000 | -39.5% | 24,869 | -25.5% | 0.01% | -35.3% |
| Q3 2018 | $2,354,000 | +7.2% | 33,394 | +0.4% | 0.02% | 0.0% |
| Q2 2018 | $2,196,000 | +5.7% | 33,261 | +2.3% | 0.02% | 0.0% |
| Q1 2018 | $2,078,000 | +27.2% | 32,519 | +21.6% | 0.02% | +30.8% |
| Q4 2017 | $1,634,000 | +33.1% | 26,746 | +25.3% | 0.01% | +30.0% |
| Q3 2017 | $1,228,000 | +8.0% | 21,350 | +3.2% | 0.01% | 0.0% |
| Q2 2017 | $1,137,000 | +20.3% | 20,687 | +15.5% | 0.01% | +11.1% |
| Q1 2017 | $945,000 | +21.3% | 17,906 | +12.8% | 0.01% | +12.5% |
| Q4 2016 | $779,000 | -0.5% | 15,878 | +2.7% | 0.01% | -11.1% |
| Q3 2016 | $783,000 | -43.1% | 15,460 | -43.9% | 0.01% | -47.1% |
| Q2 2016 | $1,376,000 | -18.1% | 27,578 | -21.0% | 0.02% | +240.0% |
| Q1 2016 | $1,681,000 | -21.5% | 34,894 | -21.6% | 0.01% | -80.0% |
| Q4 2015 | $2,141,000 | – | 44,536 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FSB PREMIER WEALTH MANAGEMENT, INC. | 58,745 | $5,858,000 | 2.94% |
| HFG Advisors, Inc. | 18,729 | $1,998,000 | 2.28% |
| GeoWealth Management, LLC | 154,519 | $16,487,000 | 1.45% |
| Horizon Family Wealth, Inc. | 11,825 | $1,262,000 | 1.25% |
| S.C. Financial Services, Inc. | 7,036 | $751,000 | 0.96% |
| SignalPoint Asset Management, LLC | 26,492 | $2,827,000 | 0.90% |
| Stonebridge Financial Planning Group, LLC | 13,730 | $1,465,000 | 0.82% |
| ETFIDEA, LLC | 16,864 | $1,799,389 | 0.78% |
| BKA Wealth Consulting, Inc. | 4,357 | $465,000 | 0.70% |
| Ignite Planners, LLC | 9,702 | $966,000 | 0.65% |