Avior 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 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
Avior Wealth Management, LLC ownership history of FIRST TR LRG CP GRWTH ALPHAD
ValueSharesWeighting
Q3 2023$411,326
-15.1%
4,251
-11.1%
0.03%
-12.5%
Q2 2023$484,267
-15.6%
4,781
-22.5%
0.03%
-17.9%
Q1 2023$573,963
+4352.8%
6,169
+4275.2%
0.04%
+3800.0%
Q4 2022$12,890
-24.2%
141
-29.1%
0.00%0.0%
Q3 2022$17,000
-15.0%
199
-15.7%
0.00%
-50.0%
Q2 2022$20,000
-28.6%
236
-12.9%
0.00%0.0%
Q1 2022$28,000
-15.2%
271
-1.8%
0.00%
-33.3%
Q4 2021$33,000
-10.8%
276
-17.9%
0.00%0.0%
Q3 2021$37,000
-71.3%
336
-71.6%
0.00%
-76.9%
Q2 2021$129,000
+4.0%
1,184
-7.3%
0.01%0.0%
Q1 2021$124,0001,2770.01%
Other shareholders
FIRST TR LRG CP GRWTH ALPHAD shareholders Q3 2023
NameSharesValueWeighting ↓
Jaffetilchin Investment Partners, LLC 397,941$19,841,0006.01%
Clearwater Capital Advisors, LLC 293,595$14,727,0005.43%
Krilogy Financial LLC 100,985$5,035,0001.75%
Horizon Investments, LLC 203,740$10,158,0000.76%
Cetera Investment Advisers 18,695$931,0000.36%
Transamerica Financial Advisors, Inc. 64,441$3,213,0000.32%
Snowden Capital Advisors LLC 18,477$921,2630.28%
LPL Financial LLC 464,516$23,300,0000.20%
LVZ, Inc. 5,929$296,0000.13%
WFG Advisors, LP 9,378$468,0000.12%
View complete list of FIRST TR LRG CP GRWTH ALPHAD shareholders