Baird Financial Group, 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 167 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
Baird Financial Group, Inc. ownership history of FIRST TR LRG CP GRWTH ALPHAD
ValueSharesWeighting
Q2 2024$14,716,956
-1.3%
120,109
-0.7%
0.03%0.0%
Q1 2024$14,909,360
+12.9%
120,939
+0.4%
0.03%
+3.3%
Q4 2023$13,203,623
+20.7%
120,515
+6.6%
0.03%0.0%
Q3 2023$10,942,588
+817.5%
113,090
+860.4%
0.03%
+900.0%
Q2 2023$1,192,690
-66.5%
11,775
-69.2%
0.00%
-66.7%
Q1 2023$3,555,431
+105968.9%
38,214
+4.2%
0.01%0.0%
Q4 2022$3,352
-99.6%
36,668
+230.2%
0.01%
+200.0%
Q3 2022$950,000
-37.8%
11,104
-36.0%
0.00%
-25.0%
Q2 2022$1,528,000
-24.4%
17,341
-8.4%
0.00%
-20.0%
Q1 2022$2,021,000
-62.6%
18,941
-57.8%
0.01%
-61.5%
Q4 2021$5,401,000
+13.7%
44,915
+5.0%
0.01%
+8.3%
Q3 2021$4,751,000
+525.1%
42,767
+517.5%
0.01%
+500.0%
Q2 2021$760,000
+5.0%
6,926
-6.6%
0.00%0.0%
Q1 2021$724,000
-1.2%
7,414
-2.3%
0.00%0.0%
Q4 2020$733,000
+14.7%
7,590
-0.3%
0.00%0.0%
Q3 2020$639,000
+11.3%
7,612
+1.6%
0.00%0.0%
Q2 2020$574,000
+2.1%
7,493
-20.1%
0.00%
-33.3%
Q1 2020$562,000
-85.6%
9,379
-82.5%
0.00%
-78.6%
Q4 2019$3,902,000
-0.2%
53,504
-4.3%
0.01%
-6.7%
Q3 2019$3,911,000
-8.5%
55,887
-8.0%
0.02%
-11.8%
Q2 2019$4,274,000
+700.4%
60,759
+662.2%
0.02%
+466.7%
Q1 2019$534,000
-8.6%
7,972
-21.7%
0.00%
-25.0%
Q4 2018$584,000
+52.1%
10,183
+87.1%
0.00%
+100.0%
Q3 2018$384,0005,4420.00%
Other shareholders
FIRST TR LRG CP GRWTH ALPHAD shareholders Q1 2023
NameSharesValueWeighting ↓
Sterling Manor Financial, LLC 94,685$10,519,0008.77%
Signify Wealth 63,429$7,046,0005.61%
FSB PREMIER WEALTH MANAGEMENT, INC. 80,808$8,976,0004.50%
Hayden Royal, LLC 8,840$982,0001.60%
SignalPoint Asset Management, LLC 30,547$3,393,0001.08%
Clear Creek Financial Management, LLC 47,068$5,229,0000.84%
Stonebridge Financial Planning Group, LLC 13,555$1,645,0000.80%
Private Advisory Group LLC 27,612$3,067,0000.75%
EWG Elevate Inc. 15,662$1,740,0000.72%
BHF RG Capital Inc. 9,424$1,047,0000.70%
View complete list of FIRST TR LRG CP GRWTH ALPHAD shareholders