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 175 filers reported holding FIRST TR LRG CP GRWTH ALPHAD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

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 Q4 2021
NameSharesValueWeighting ↓
FSB PREMIER WEALTH MANAGEMENT, INC. 58,745$5,858,0002.94%
HFG Advisors, Inc. 18,729$1,998,0002.28%
GeoWealth Management, LLC 154,519$16,487,0001.45%
Horizon Family Wealth, Inc. 11,825$1,262,0001.25%
S.C. Financial Services, Inc. 7,036$751,0000.96%
SignalPoint Asset Management, LLC 26,492$2,827,0000.90%
Stonebridge Financial Planning Group, LLC 13,730$1,465,0000.82%
ETFIDEA, LLC 16,864$1,799,3890.78%
BKA Wealth Consulting, Inc. 4,357$465,0000.70%
Ignite Planners, LLC 9,702$966,0000.65%
View complete list of FIRST TR LRG CP GRWTH ALPHAD shareholders