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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $135,000 | -40.8% | 1,530 | -34.3% | 0.03% | -6.7% |
| Q1 2021 | $228,000 | +12.9% | 2,330 | +11.2% | 0.03% | +7.1% |
| Q4 2020 | $202,000 | -55.4% | 2,095 | -72.3% | 0.03% | -66.7% |
| Q1 2020 | $453,000 | -17.8% | 7,568 | +0.2% | 0.08% | +2.4% |
| Q4 2019 | $551,000 | +44.6% | 7,556 | +38.6% | 0.08% | +46.4% |
| Q3 2019 | $381,000 | +5.2% | 5,451 | +5.9% | 0.06% | +14.3% |
| Q2 2019 | $362,000 | – | 5,146 | – | 0.05% | – |
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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% |