Concorde Asset 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 158 filers reported holding FIRST TR LRG CP GRWTH ALPHAD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Concorde Asset Management, LLC ownership history of FIRST TR LRG CP GRWTH ALPHAD
ValueSharesWeighting
Q3 2023$283,450
-6.0%
2,929
-1.6%
0.26%
-8.3%
Q2 2023$301,583
-89.0%
2,977
-90.1%
0.28%
-88.6%
Q4 2022$2,738,031
+1242.2%
29,950
+1153.7%
2.44%
+968.9%
Q3 2022$204,000
-1.4%
2,389
+1.8%
0.23%
-26.9%
Q2 2022$207,000
-12.3%
2,346
+6.3%
0.31%
+98.7%
Q1 2022$236,000
-10.6%
2,207
+0.5%
0.16%
-0.6%
Q4 2021$264,000
-4.7%
2,197
-11.7%
0.16%
-1.2%
Q3 2021$277,000
-24.9%
2,489
-26.0%
0.16%
-22.7%
Q2 2021$369,000
+7.0%
3,364
-4.8%
0.21%
+4.0%
Q1 2021$345,000
-9.9%
3,535
-10.8%
0.20%
-6.6%
Q4 2020$383,000
-4.0%
3,963
-16.6%
0.21%
-6.6%
Q3 2020$399,000
-26.4%
4,751
-32.8%
0.23%
-49.8%
Q2 2020$542,000
+19.9%
7,068
-6.3%
0.45%
-2.4%
Q1 2020$452,000
+16.8%
7,541
+42.1%
0.46%
+73.5%
Q4 2019$387,000
-1.8%
5,307
-5.6%
0.27%
-11.6%
Q3 2019$394,000
+39.2%
5,620
+39.8%
0.30%
+82.5%
Q2 2019$283,000
+14.1%
4,020
+8.6%
0.17%
+3.8%
Q1 2019$248,000
+21.0%
3,701
+3.4%
0.16%
-8.0%
Q4 2018$205,000
-17.3%
3,578
+1.3%
0.17%
-28.1%
Q3 2018$248,0003,5310.24%
Other shareholders
FIRST TR LRG CP GRWTH ALPHAD shareholders Q3 2022
NameSharesValueWeighting ↓
Clearwater Capital Advisors, LLC 201,205$14,152,0002.57%
Gladstone Institutional Advisory LLC 72,171$5,076,0001.55%
FOUNDERS FINANCIAL SECURITIES LLC 62,392$4,389,0001.44%
PFS INVESTMENTS INC. 371,036$26,611,0001.20%
Riverpoint Wealth Management Holdings, LLC 33,940$2,387,0001.09%
BENJAMIN F. EDWARDS & COMPANY, INC. 155,329$10,925,0000.92%
Cetera Investment Advisers 97,169$6,834,0000.88%
IHT Wealth Management, LLC 77,716$5,466,0000.79%
WINTRUST INVESTMENTS LLC 73,421$5,164,0000.78%
Harvest Investment Services, LLC 16,350$1,159,0000.66%
View complete list of FIRST TR LRG CP GRWTH ALPHAD shareholders