IHT Wealth Management, 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 150 filers reported holding FIRST TR LRG CP GRWTH ALPHAD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
IHT Wealth Management, LLC ownership history of FIRST TR LRG CP GRWTH ALPHAD
ValueSharesWeighting
Q3 2023$3,922,343
-12.2%
40,537
-8.1%
0.20%
-14.6%
Q2 2023$4,468,534
+2.9%
44,116
-5.5%
0.23%
-6.0%
Q1 2023$4,341,224
-0.9%
46,660
-2.7%
0.25%
-9.8%
Q4 2022$4,382,834
+1.6%
47,942
-4.9%
0.28%
-16.2%
Q3 2022$4,315,000
-3.3%
50,433
-0.4%
0.33%
-16.5%
Q2 2022$4,461,000
-19.6%
50,612
-2.7%
0.39%
-6.7%
Q1 2022$5,548,000
-72.9%
51,992
-69.5%
0.42%
-72.1%
Q4 2021$20,500,000
+248.6%
170,475
+222.0%
1.51%
+215.4%
Q3 2021$5,881,000
-4.4%
52,938
-5.5%
0.48%
+22.8%
Q2 2021$6,149,000
+11.0%
56,008
-1.3%
0.39%
-2.0%
Q1 2021$5,540,000
-1.9%
56,735
-2.9%
0.40%
-15.1%
Q4 2020$5,647,000
+12.2%
58,435
-2.5%
0.47%
-7.1%
Q3 2020$5,035,000
+7.7%
59,957
-1.8%
0.50%
-21.2%
Q2 2020$4,677,000
+26.9%
61,047
-0.8%
0.64%
+20.7%
Q1 2020$3,686,000
-20.0%
61,518
-2.6%
0.53%
-2.6%
Q4 2019$4,606,000
-2.0%
63,167
-5.9%
0.54%
-14.7%
Q3 2019$4,700,000
-14.0%
67,162
-13.6%
0.64%
-19.5%
Q2 2019$5,466,000
+3.4%
77,716
-1.5%
0.79%
-9.9%
Q1 2019$5,285,000
+19.9%
78,934
+2.6%
0.88%
+3.9%
Q4 2018$4,408,000
-8.0%
76,909
+13.0%
0.85%
-18.1%
Q3 2018$4,789,000
+6.1%
68,056
-0.6%
1.04%
-10.2%
Q2 2018$4,515,000
+5.7%
68,435
-0.7%
1.15%
+0.6%
Q1 2018$4,270,000
-7.2%
68,920
-5.1%
1.15%
-5.8%
Q4 2017$4,601,000
+4.0%
72,622
-3.9%
1.22%
-35.3%
Q3 2017$4,423,000
+88360.0%
75,568
+63940.7%
1.88%
+62666.7%
Q1 2017$5,000
-99.9%
118
-99.9%
0.00%
-99.9%
Q4 2016$4,173,00084,4083.16%
Other shareholders
FIRST TR LRG CP GRWTH ALPHAD shareholders Q1 2021
NameSharesValueWeighting ↓
Jaffetilchin Investment Partners, LLC 397,941$19,841,0006.01%
Clearwater Capital Advisors, LLC 293,595$14,727,0005.43%
Krilogy Financial LLC 100,985$5,035,0001.75%
Horizon Investments, LLC 203,740$10,158,0000.76%
Cetera Investment Advisers 18,695$931,0000.36%
Transamerica Financial Advisors, Inc. 64,441$3,213,0000.32%
Snowden Capital Advisors LLC 18,477$921,2630.28%
LPL Financial LLC 464,516$23,300,0000.20%
LVZ, Inc. 5,929$296,0000.13%
WFG Advisors, LP 9,378$468,0000.12%
View complete list of FIRST TR LRG CP GRWTH ALPHAD shareholders