LVZ, 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 166 filers reported holding FIRST TR LRG CP GRWTH ALPHAD in Q1 2023. The put-call ratio across all filers is 0.52 and the average weighting 0.2%.

Quarter-by-quarter ownership
LVZ, Inc. ownership history of FIRST TR LRG CP GRWTH ALPHAD
ValueSharesWeighting
Q3 2023$2,983,612
-4.3%
30,835
+0.2%
0.48%
+10.6%
Q2 2023$3,118,524
+58.7%
30,788
+45.8%
0.44%
+52.1%
Q1 2023$1,964,720
-6.7%
21,117
-8.3%
0.29%
-13.1%
Q4 2022$2,104,741
+12.9%
23,023
+5.6%
0.33%
+1.5%
Q3 2022$1,865,000
+0.3%
21,802
+3.3%
0.32%
+3.8%
Q2 2022$1,860,000
-15.1%
21,105
+2.7%
0.31%
+2.3%
Q1 2022$2,192,000
-16.0%
20,542
-5.4%
0.30%
-12.6%
Q4 2021$2,611,000
+15.1%
21,711
+6.3%
0.35%
+7.4%
Q3 2021$2,269,000
+0.1%
20,424
-1.1%
0.32%
-2.4%
Q2 2021$2,266,000
+11.7%
20,644
-0.6%
0.33%
+6.1%
Q1 2021$2,028,000
-6.8%
20,769
-7.8%
0.31%
-13.7%
Q4 2020$2,177,000
+36.5%
22,523
+18.5%
0.36%
+10.6%
Q3 2020$1,595,000
+13.8%
18,999
+3.8%
0.33%
+4.8%
Q2 2020$1,402,000
+29.1%
18,295
+0.9%
0.31%
+18.5%
Q1 2020$1,086,000
-16.3%
18,134
+1.9%
0.26%
+4.3%
Q4 2019$1,298,000
+10.8%
17,801
+6.4%
0.25%
+0.4%
Q3 2019$1,171,000
+10.5%
16,728
+11.0%
0.25%
+5.4%
Q2 2019$1,060,000
+19.9%
15,069
+14.2%
0.24%
+15.9%
Q1 2019$884,000
-3.8%
13,200
-17.7%
0.21%
-20.7%
Q4 2018$919,000
-13.1%
16,033
+0.4%
0.26%
-1.5%
Q3 2018$1,058,000
-3.8%
15,968
-4.3%
0.26%
-5.0%
Q2 2018$1,100,000
+3.8%
16,679
+0.4%
0.28%
-3.1%
Q1 2018$1,060,000
-3.0%
16,614
-7.0%
0.29%
-11.1%
Q4 2017$1,093,000
+13.3%
17,868
+6.4%
0.32%
+4.5%
Q3 2017$965,000
+13.9%
16,787
+8.9%
0.31%
+5.8%
Q2 2017$847,000
+44.0%
15,421
+38.1%
0.29%
+35.6%
Q1 2017$588,000
+102.1%
11,170
+88.4%
0.22%
+86.2%
Q4 2016$291,000
-2.7%
5,9290.0%0.12%
-5.7%
Q3 2016$299,000
+1.0%
5,9290.0%0.12%
-6.8%
Q2 2016$296,000
+3.5%
5,929
+0.1%
0.13%
-1.5%
Q1 2016$286,000
-0.3%
5,924
-0.6%
0.13%
-17.3%
Q4 2015$287,000
-1.4%
5,959
-6.6%
0.16%
-13.8%
Q3 2015$291,000
+10.2%
6,381
+21.5%
0.19%
+27.9%
Q2 2015$264,000
+3.1%
5,2530.0%0.15%
-1.3%
Q1 2015$256,0005,2530.15%
Other shareholders
FIRST TR LRG CP GRWTH ALPHAD shareholders Q1 2023
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