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 180 filers reported holding FIRST TR LRG CP GRWTH ALPHAD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

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 Q3 2023
NameSharesValueWeighting ↓
Jaffetilchin Investment Partners, LLC 397,941$19,841,0006.01%
Clearwater Capital Advisors, LLC 293,595$14,727,0005.43%
Krilogy Financial LLC 100,985$5,035,0001.75%
Horizon Investments, LLC 203,740$10,158,0000.76%
Cetera Investment Advisers 18,695$931,0000.36%
Transamerica Financial Advisors, Inc. 64,441$3,213,0000.32%
Snowden Capital Advisors LLC 18,477$921,2630.28%
LPL Financial LLC 464,516$23,300,0000.20%
LVZ, Inc. 5,929$296,0000.13%
WFG Advisors, LP 9,378$468,0000.12%
View complete list of FIRST TR LRG CP GRWTH ALPHAD shareholders