AE 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 180 filers reported holding FIRST TR LRG CP GRWTH ALPHAD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of FIRST TR LRG CP GRWTH ALPHAD
ValueSharesWeighting
Q3 2023$2,410,730
-14.9%
24,915
-11.0%
0.01%
-17.6%
Q2 2023$2,833,972
+21.8%
27,979
+11.8%
0.02%
+13.3%
Q1 2023$2,327,607
+18.9%
25,017
+16.8%
0.02%
+7.1%
Q4 2022$1,957,386
+21.8%
21,411
+14.0%
0.01%
+7.7%
Q3 2022$1,607,000
+14.3%
18,789
+17.7%
0.01%
+18.2%
Q2 2022$1,406,000
+12.8%
15,957
+36.5%
0.01%
+22.2%
Q1 2022$1,247,000
+14.2%
11,686
+28.7%
0.01%
+12.5%
Q4 2021$1,092,000
+48.2%
9,083
+36.9%
0.01%
+33.3%
Q3 2021$737,000
-89.7%
6,637
-89.8%
0.01%
-90.3%
Q2 2021$7,124,000
-1.7%
64,897
-12.5%
0.06%
-15.1%
Q1 2021$7,245,000
+725.2%
74,187
+716.6%
0.07%
+630.0%
Q4 2020$878,000
-7.0%
9,085
-19.2%
0.01%
-23.1%
Q3 2020$944,000
-89.9%
11,246
-90.7%
0.01%
-91.0%
Q2 2020$9,308,000
+1791.9%
121,489
+1378.0%
0.14%
+1209.1%
Q1 2020$492,000
-34.1%
8,220
-19.7%
0.01%
-31.2%
Q4 2019$747,000
+65.3%
10,241
+58.4%
0.02%
+23.1%
Q3 2019$452,000
+73.2%
6,464
+74.0%
0.01%
+62.5%
Q2 2019$261,0003,7160.01%
Other shareholders
FIRST TR LRG CP GRWTH ALPHAD shareholders Q3 2023
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