Pinnacle Family Advisors, LLC - 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 158 filers reported holding FIRST TR LRG CP GRWTH ALPHAD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Pinnacle Family Advisors, LLC ownership history of FIRST TR LRG CP GRWTH ALPHAD
ValueSharesWeighting
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$333,0004,7280.28%
Other shareholders
FIRST TR LRG CP GRWTH ALPHAD shareholders Q3 2022
NameSharesValueWeighting ↓
FSB PREMIER WEALTH MANAGEMENT, INC. 97,771$9,547,0005.14%
Sterling Manor Financial, LLC 31,045$3,032,0002.70%
SignalPoint Asset Management, LLC 25,498$2,490,0000.88%
Stonebridge Financial Planning Group, LLC 14,425$1,477,0000.86%
Gladstone Institutional Advisory LLC 56,199$5,4880.85%
Strid Group, LLC 28,557$2,789,0000.68%
BHF RG Capital Inc. 9,424$921,0000.68%
G&S Capital LLC 8,843$864,0000.50%
BENJAMIN F. EDWARDS & COMPANY, INC. 92,604$9,043,0000.49%
Clearwater Capital Advisors, LLC 37,446$3,657,0000.46%
View complete list of FIRST TR LRG CP GRWTH ALPHAD shareholders