FIRST TR LRG CP GRWTH ALPHAD's ticker is FTC and the CUSIP is 33735K108. A total of 175 filers reported holding FIRST TR LRG CP GRWTH ALPHAD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $482,235 | -6.7% | 4,984 | -2.4% | 0.28% | -1.1% |
| Q2 2023 | $517,068 | +8.2% | 5,105 | -0.6% | 0.28% | -4.1% |
| Q1 2023 | $477,771 | +1.6% | 5,135 | -0.2% | 0.29% | -13.4% |
| Q4 2022 | $470,138 | +2.2% | 5,143 | -4.4% | 0.34% | -15.6% |
| Q3 2022 | $460,000 | -0.2% | 5,382 | +2.9% | 0.40% | +5.9% |
| Q2 2022 | $461,000 | -12.0% | 5,232 | +6.6% | 0.38% | +34.8% |
| Q1 2022 | $524,000 | -6.9% | 4,907 | +4.9% | 0.28% | +9.4% |
| Q4 2021 | $563,000 | -8.5% | 4,679 | -15.5% | 0.26% | -7.3% |
| Q3 2021 | $615,000 | -3.3% | 5,540 | -4.4% | 0.28% | -1.1% |
| Q2 2021 | $636,000 | +15.0% | 5,798 | +2.3% | 0.28% | -4.1% |
| Q1 2021 | $553,000 | +17.9% | 5,668 | +16.8% | 0.29% | +1.0% |
| Q4 2020 | $469,000 | +19.6% | 4,854 | -13.4% | 0.29% | -17.1% |
| Q3 2019 | $392,000 | +17.7% | 5,606 | +18.6% | 0.35% | +25.4% |
| Q2 2019 | $333,000 | – | 4,728 | – | 0.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sterling Manor Financial, LLC | 47,391 | $4,585,554 | 4.15% |
| HFG Advisors, Inc. | 24,088 | $2,330,745 | 2.55% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 36,638 | $3,545,088 | 1.97% |
| IAMS WEALTH MANAGEMENT, LLC | 27,061 | $2,618,422 | 1.81% |
| Arden Trust Co | 100,083 | $9,684,043 | 1.61% |
| Coppell Advisory Solutions LLC | 38,868 | $3,553,329 | 1.22% |
| Beck Bode, LLC | 46,055 | $4,456,279 | 1.14% |
| Horizon Family Wealth, Inc. | 11,921 | $1,153,437 | 1.12% |
| GeoWealth Management, LLC | 75,692 | $7,324 | 0.83% |
| ETFIDEA, LLC | 16,094 | $1,557,255 | 0.66% |