FIRST TR LRG CP GRWTH ALPHAD's ticker is FTC and the CUSIP is 33735K108. A total of 133 filers reported holding FIRST TR LRG CP GRWTH ALPHAD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $623,408 | +25.3% | 6,443 | +31.2% | 0.03% | +31.8% |
| Q2 2023 | $497,543 | +68.1% | 4,912 | +54.4% | 0.02% | +69.2% |
| Q1 2023 | $295,963 | +18.9% | 3,181 | +53.6% | 0.01% | -13.3% |
| Q4 2021 | $249,000 | +2.9% | 2,071 | -6.0% | 0.02% | -6.2% |
| Q2 2021 | $242,000 | -25.8% | 2,204 | -33.9% | 0.02% | -33.3% |
| Q1 2021 | $326,000 | -12.6% | 3,334 | -13.6% | 0.02% | -27.3% |
| Q4 2020 | $373,000 | -35.9% | 3,859 | -44.3% | 0.03% | -48.4% |
| Q3 2020 | $582,000 | +7.2% | 6,927 | -2.2% | 0.06% | -5.9% |
| Q2 2020 | $543,000 | +29.0% | 7,086 | +0.9% | 0.07% | +9.7% |
| Q1 2020 | $421,000 | +1730.4% | 7,026 | +2095.6% | 0.06% | +1966.7% |
| Q4 2019 | $23,000 | +109.1% | 320 | +101.3% | 0.00% | +50.0% |
| Q3 2019 | $11,000 | – | 159 | – | 0.00% | – |
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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% |