FIRST TR LRG CP GRWTH ALPHAD's ticker is FTC and the CUSIP is 33735K108. A total of 150 filers reported holding FIRST TR LRG CP GRWTH ALPHAD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,804,961 | -9.7% | 18,654 | -5.5% | 0.58% | -6.0% |
| Q2 2023 | $1,998,452 | +5.1% | 19,730 | -3.4% | 0.61% | +1.7% |
| Q1 2023 | $1,901,000 | +15.4% | 20,434 | +13.3% | 0.60% | +4.7% |
| Q4 2022 | $1,648,000 | -11.1% | 18,028 | -16.8% | 0.58% | -18.7% |
| Q3 2022 | $1,854,000 | -22.2% | 21,678 | -19.8% | 0.71% | -18.9% |
| Q2 2022 | $2,382,000 | -15.7% | 27,029 | +2.0% | 0.87% | -2.7% |
| Q1 2022 | $2,827,000 | -25.0% | 26,492 | -15.5% | 0.90% | -22.1% |
| Q4 2021 | $3,768,000 | +11.1% | 31,341 | +2.6% | 1.15% | +6.1% |
| Q3 2021 | $3,393,000 | +15.8% | 30,547 | +14.5% | 1.08% | +13.5% |
| Q2 2021 | $2,929,000 | +17.6% | 26,683 | +4.6% | 0.96% | +8.5% |
| Q1 2021 | $2,490,000 | +6.5% | 25,498 | +5.4% | 0.88% | -0.5% |
| Q4 2020 | $2,338,000 | +78.1% | 24,190 | +54.7% | 0.88% | +61.6% |
| Q3 2020 | $1,313,000 | +179.4% | 15,637 | +154.9% | 0.55% | +159.2% |
| Q2 2020 | $470,000 | – | 6,135 | – | 0.21% | – |
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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% |