B. Riley Wealth Advisors, 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 101 filers reported holding FIRST TR LRG CP GRWTH ALPHAD in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
B. Riley Wealth Advisors, Inc. ownership history of FIRST TR LRG CP GRWTH ALPHAD
ValueSharesWeighting
Q3 2023$395,086
-19.5%
4,083
-15.7%
0.01%0.0%
Q2 2023$490,816
+31.4%
4,846
+20.7%
0.01%
+10.0%
Q1 2023$373,656
+75.7%
4,016
+72.7%
0.01%
+66.7%
Q4 2022$212,682
-36.3%
2,326
-41.5%
0.01%
-66.7%
Q3 2020$334,000
-9.2%
3,977
-17.1%
0.02%
-28.0%
Q2 2020$368,000
+30.0%
4,799
+1.6%
0.02%
+4.2%
Q1 2020$283,000
-14.0%
4,722
+4.8%
0.02%
-14.3%
Q4 2019$329,000
-31.2%
4,507
-33.9%
0.03%
-40.4%
Q3 2019$478,000
+13.0%
6,818
+13.5%
0.05%
+2.2%
Q2 2019$423,000
+24.4%
6,006
+18.4%
0.05%
+9.5%
Q1 2019$340,000
+29.8%
5,072
+11.3%
0.04%
+13.5%
Q4 2018$262,000
-22.3%
4,557
-4.8%
0.04%
-7.5%
Q3 2018$337,000
+7.3%
4,789
+0.8%
0.04%
-2.4%
Q2 2018$314,000
-4.3%
4,753
-7.3%
0.04%
-10.9%
Q1 2018$328,000
+8.3%
5,128
+3.7%
0.05%
+12.2%
Q4 2017$303,0004,9430.04%
Other shareholders
FIRST TR LRG CP GRWTH ALPHAD shareholders Q2 2018
NameSharesValueWeighting ↓
Sterling Manor Financial, LLC 47,391$4,585,5544.15%
HFG Advisors, Inc. 24,088$2,330,7452.55%
FSB PREMIER WEALTH MANAGEMENT, INC. 36,638$3,545,0881.97%
IAMS WEALTH MANAGEMENT, LLC 27,061$2,618,4221.81%
Arden Trust Co 100,083$9,684,0431.61%
Coppell Advisory Solutions LLC 38,868$3,553,3291.22%
Beck Bode, LLC 46,055$4,456,2791.14%
Horizon Family Wealth, Inc. 11,921$1,153,4371.12%
GeoWealth Management, LLC 75,692$7,3240.83%
ETFIDEA, LLC 16,094$1,557,2550.66%
View complete list of FIRST TR LRG CP GRWTH ALPHAD shareholders