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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,464,290 | -0.3% | 139,082 | +4.3% | 0.02% | -16.7% |
| Q2 2023 | $13,505,481 | +16.1% | 133,300 | +6.6% | 0.02% | +9.1% |
| Q1 2023 | $11,634,695 | +10.5% | 125,005 | +8.6% | 0.02% | +4.8% |
| Q4 2022 | $10,528,700 | +5.8% | 115,121 | -1.0% | 0.02% | -8.7% |
| Q3 2022 | $9,947,000 | +7.3% | 116,236 | +10.7% | 0.02% | +15.0% |
| Q2 2022 | $9,271,000 | +4.8% | 104,977 | +3.5% | 0.02% | +17.6% |
| Q1 2022 | $8,848,000 | -25.4% | 101,383 | +2.6% | 0.02% | -22.7% |
| Q4 2021 | $11,858,000 | +6.8% | 98,853 | -1.0% | 0.02% | -4.3% |
| Q3 2021 | $11,103,000 | +8.5% | 99,836 | +7.1% | 0.02% | +4.5% |
| Q2 2021 | $10,236,000 | +15.1% | 93,214 | +2.9% | 0.02% | +4.8% |
| Q1 2021 | $8,892,000 | -2.6% | 90,625 | -4.1% | 0.02% | -12.5% |
| Q4 2020 | $9,134,000 | +15.2% | 94,496 | -2.9% | 0.02% | 0.0% |
| Q3 2020 | $7,930,000 | +12.5% | 97,315 | +5.7% | 0.02% | 0.0% |
| Q2 2020 | $7,050,000 | +35.6% | 92,027 | +6.9% | 0.02% | +14.3% |
| Q1 2020 | $5,201,000 | – | 86,057 | – | 0.02% | – |
Download | ||||||
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% |