Institute for Wealth Management, LLC. - 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 153 filers reported holding FIRST TR LRG CP GRWTH ALPHAD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of FIRST TR LRG CP GRWTH ALPHAD
ValueSharesWeighting
Q1 2022$211,000
-11.3%
1,9800.0%0.03%
-12.8%
Q4 2021$238,000
+8.2%
1,9800.0%0.04%0.0%
Q3 2021$220,000
+1.4%
1,9800.0%0.04%
+2.6%
Q2 2021$217,000
+6.9%
1,980
-4.7%
0.04%
-2.6%
Q1 2021$203,000
+1.0%
2,0780.0%0.04%
-2.5%
Q4 2020$201,0002,0780.04%
Other shareholders
FIRST TR LRG CP GRWTH ALPHAD shareholders Q3 2021
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