FIRST TR LRG CP GRWTH ALPHAD's ticker is FTC and the CUSIP is 33735K108. A total of 153 filers reported holding FIRST TR LRG CP GRWTH ALPHAD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,180,085 | -14.5% | 12,196 | -10.5% | 0.04% | -21.3% |
| Q2 2023 | $1,380,583 | +41.7% | 13,630 | +30.2% | 0.05% | +20.5% |
| Q1 2023 | $974,206 | -13.6% | 10,471 | -15.1% | 0.04% | -31.6% |
| Q4 2022 | $1,127,453 | -56.1% | 12,333 | -58.9% | 0.06% | -61.7% |
| Q3 2022 | $2,570,000 | +2.1% | 30,042 | +5.2% | 0.15% | +3.5% |
| Q2 2022 | $2,517,000 | -19.4% | 28,557 | -2.5% | 0.14% | -7.1% |
| Q1 2022 | $3,124,000 | -41.2% | 29,278 | -33.8% | 0.16% | -39.0% |
| Q4 2021 | $5,316,000 | -16.4% | 44,205 | -22.7% | 0.25% | -28.5% |
| Q3 2021 | $6,356,000 | +47.1% | 57,214 | +45.4% | 0.36% | +35.0% |
| Q2 2021 | $4,320,000 | +2.9% | 39,347 | -8.5% | 0.26% | -9.9% |
| Q1 2021 | $4,197,000 | -10.0% | 42,984 | -11.0% | 0.29% | -15.1% |
| Q4 2020 | $4,665,000 | -99.9% | 48,312 | -27.1% | 0.34% | -27.6% |
| Q3 2020 | $5,472,000,000 | – | 66,315 | – | 0.48% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FSB PREMIER WEALTH MANAGEMENT, INC. | 58,745 | $5,858,000 | 2.94% |
| HFG Advisors, Inc. | 18,729 | $1,998,000 | 2.28% |
| GeoWealth Management, LLC | 154,519 | $16,487,000 | 1.45% |
| Horizon Family Wealth, Inc. | 11,825 | $1,262,000 | 1.25% |
| S.C. Financial Services, Inc. | 7,036 | $751,000 | 0.96% |
| SignalPoint Asset Management, LLC | 26,492 | $2,827,000 | 0.90% |
| Stonebridge Financial Planning Group, LLC | 13,730 | $1,465,000 | 0.82% |
| ETFIDEA, LLC | 16,864 | $1,799,389 | 0.78% |
| BKA Wealth Consulting, Inc. | 4,357 | $465,000 | 0.70% |
| Ignite Planners, LLC | 9,702 | $966,000 | 0.65% |