Clearwater Capital 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 65 filers reported holding FIRST TR LRG CP GRWTH ALPHAD in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Clearwater Capital Advisors, LLC ownership history of FIRST TR LRG CP GRWTH ALPHAD
ValueSharesWeighting
Q3 2023$2,193,356
-12.2%
22,668
-8.1%
0.27%
-9.4%
Q2 2023$2,497,609
+8.7%
24,658
-0.1%
0.30%
+6.1%
Q1 2023$2,297,065
-9.8%
24,689
-11.3%
0.28%
-15.7%
Q4 2022$2,545,498
+3.2%
27,844
-3.4%
0.33%
-2.4%
Q3 2022$2,466,000
-6.9%
28,831
-4.1%
0.34%
-6.1%
Q2 2022$2,650,000
-17.4%
30,0650.0%0.36%
-1.6%
Q1 2022$3,208,000
-18.5%
30,065
-8.1%
0.37%
-15.2%
Q4 2021$3,935,000
-1.0%
32,721
-8.6%
0.43%
-5.9%
Q3 2021$3,976,000
-2.2%
35,794
-3.4%
0.46%
-2.5%
Q2 2021$4,067,000
+11.2%
37,050
-1.1%
0.47%
+3.5%
Q1 2021$3,657,000
-6.7%
37,446
-7.7%
0.46%
-12.1%
Q4 2020$3,920,000
+6.3%
40,564
-7.6%
0.52%
-10.3%
Q3 2020$3,687,000
-11.6%
43,904
-19.4%
0.58%
-16.9%
Q2 2020$4,172,000
-5.5%
54,461
-26.1%
0.70%
-26.8%
Q1 2020$4,417,000
-51.6%
73,725
-41.1%
0.95%
-37.4%
Q4 2019$9,131,000
-24.9%
125,226
-27.9%
1.52%
-29.1%
Q3 2019$12,151,000
-14.1%
173,644
-13.7%
2.15%
-16.5%
Q2 2019$14,152,000
-5.5%
201,205
-10.1%
2.57%
-8.5%
Q1 2019$14,983,000
+6.5%
223,756
-8.8%
2.81%
-8.9%
Q4 2018$14,066,000
-23.5%
245,395
-6.1%
3.08%
-14.0%
Q3 2018$18,395,000
+3.2%
261,419
-3.2%
3.59%
-1.8%
Q2 2018$17,822,000
+3.2%
270,155
-0.2%
3.65%
+2.5%
Q1 2018$17,269,000
-2.4%
270,667
-6.4%
3.56%
-8.2%
Q4 2017$17,693,000
+3.7%
289,141
-0.8%
3.88%
-2.2%
Q3 2017$17,064,000
+7.2%
291,551
+1.2%
3.97%
-2.2%
Q2 2017$15,924,000
+7.1%
288,147
+1.4%
4.06%
-0.2%
Q1 2017$14,865,000
+7.1%
284,167
+1.2%
4.07%
-15.4%
Q4 2016$13,877,000
-1.2%
280,689
-0.6%
4.81%
-2.0%
Q3 2016$14,045,000
-4.6%
282,303
-3.8%
4.91%
-9.6%
Q2 2016$14,727,000293,5955.43%
Other shareholders
FIRST TR LRG CP GRWTH ALPHAD shareholders Q2 2016
NameSharesValueWeighting ↓
Riverpoint Wealth Management Holdings, LLC 185,688$9,349,0007.59%
Jaffetilchin Investment Partners, LLC 379,556$18,613,0005.55%
Clearwater Capital Advisors, LLC 280,689$13,877,0004.81%
IHT Wealth Management, LLC 84,408$4,173,0003.16%
CREATIVE FINANCIAL DESIGNS INC /ADV 29,287$1,436,0001.17%
WINTRUST INVESTMENTS LLC 49,995$2,452,0001.02%
Krilogy Financial LLC 27,375$1,342,0000.42%
Transamerica Financial Advisors, Inc. 61,865$3,034,0000.36%
Snowden Capital Advisors LLC 23,019$1,128,8520.28%
Janney Montgomery Scott LLC 288,033$14,125,0000.21%
View complete list of FIRST TR LRG CP GRWTH ALPHAD shareholders