Bison Wealth, LLC - FIRST TR MULTI CAP VALUE ALP ownership

FIRST TR MULTI CAP VALUE ALP's ticker is FAD and the CUSIP is 33733F101. A total of 55 filers reported holding FIRST TR MULTI CAP VALUE ALP in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Bison Wealth, LLC ownership history of FIRST TR MULTI CAP VALUE ALP
ValueSharesWeighting
Q2 2024$333,2690.0%2,6750.0%0.05%0.0%
Q1 2024$333,269
+33.3%
2,675
+20.1%
0.05%
+22.7%
Q4 2023$250,107
+13.8%
2,228
+1.5%
0.04%
+2.3%
Q3 2023$219,741
-17.1%
2,195
-12.6%
0.04%
-12.2%
Q2 2023$264,9682,5110.05%
Other shareholders
FIRST TR MULTI CAP VALUE ALP shareholders Q4 2023
NameSharesValueWeighting ↓
Wealth Management Partners, LLC 21,910$2,697,4981.31%
Stonebridge Financial Planning Group, LLC 11,650$1,434,3260.72%
626 Financial, LLC 9,518$1,171,8300.68%
Kowal Investment Group, LLC 27,172$3,345,2920.67%
WILLNER & HELLER, LLC 3,760$462,8850.44%
RPg Family Wealth Advisory, LLC 10,918$1,344,1940.44%
Apeiron RIA LLC 6,727$828,1770.25%
FIFTH THIRD SECURITIES, INC. 10,505$1,293,3460.12%
Gateway Wealth Partners, LLC 2,360$290,5580.09%
Geneos Wealth Management Inc. 12,095$1,489,0770.07%
View complete list of FIRST TR MULTI CAP VALUE ALP shareholders