Chicago Wealth Management, 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 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
Chicago Wealth Management, Inc. ownership history of FIRST TR LRG CP GRWTH ALPHAD
ValueSharesWeighting
Q3 2023$279,056
-4.5%
2,8840.0%0.22%
-1.3%
Q2 2023$292,120
+8.9%
2,8840.0%0.22%
+4.7%
Q1 2023$268,327
+1.8%
2,8840.0%0.21%
-6.2%
Q4 2022$263,655
+3.0%
2,884
-3.7%
0.23%
-7.3%
Q3 2022$256,000
-3.0%
2,9940.0%0.24%
+3.8%
Q2 2022$264,000
-17.2%
2,9940.0%0.24%
+10.3%
Q1 2022$319,000
-11.4%
2,9940.0%0.21%
-11.2%
Q4 2021$360,000
+8.1%
2,9940.0%0.24%
-0.8%
Q3 2021$333,000
+1.2%
2,9940.0%0.24%
+2.5%
Q2 2021$329,000
+12.7%
2,9940.0%0.24%
+2.2%
Q1 2021$292,0002,9940.23%
Other shareholders
FIRST TR LRG CP GRWTH ALPHAD shareholders Q3 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