Moloney Securities Asset 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 128 filers reported holding FIRST TR LRG CP GRWTH ALPHAD in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Moloney Securities Asset Management, LLC ownership history of FIRST TR LRG CP GRWTH ALPHAD
ValueSharesWeighting
Q2 2024$279,736
+16.5%
2,283
+17.3%
0.04%
+11.1%
Q1 2024$240,026
+15.6%
1,947
-5.0%
0.04%
-2.7%
Q2 2023$207,645
-4.5%
2,050
-12.3%
0.04%
-9.8%
Q1 2023$217,528
-5.5%
2,338
-7.1%
0.04%
-19.6%
Q4 2022$230,196
-28.3%
2,518
-32.9%
0.05%
-34.6%
Q3 2022$321,000
-7.8%
3,754
-5.0%
0.08%
-4.9%
Q2 2022$348,000
-42.9%
3,952
-30.7%
0.08%
-30.5%
Q1 2022$609,000
-11.9%
5,703
-0.7%
0.12%
+0.9%
Q4 2021$691,000
+8.1%
5,743
-0.1%
0.12%
+0.9%
Q3 2021$639,000
+54.0%
5,750
+52.1%
0.12%
+52.6%
Q2 2021$415,000
+17.2%
3,780
+4.4%
0.08%
+8.6%
Q1 2021$354,000
+7.3%
3,622
+6.2%
0.07%
-4.1%
Q4 2020$330,000
+16.6%
3,412
+1.1%
0.07%
-2.7%
Q3 2020$283,000
-2.7%
3,374
-11.3%
0.08%
-11.8%
Q2 2020$291,000
+29.9%
3,804
+1.8%
0.08%
+6.2%
Q1 2020$224,000
-38.1%
3,737
-24.7%
0.08%
-28.6%
Q4 2019$362,0004,9620.11%
Other shareholders
FIRST TR LRG CP GRWTH ALPHAD shareholders Q2 2020
NameSharesValueWeighting ↓
Sterling Manor Financial, LLC 94,685$10,519,0008.77%
Signify Wealth 63,429$7,046,0005.61%
FSB PREMIER WEALTH MANAGEMENT, INC. 80,808$8,976,0004.50%
Hayden Royal, LLC 8,840$982,0001.60%
SignalPoint Asset Management, LLC 30,547$3,393,0001.08%
Clear Creek Financial Management, LLC 47,068$5,229,0000.84%
Stonebridge Financial Planning Group, LLC 13,555$1,645,0000.80%
Private Advisory Group LLC 27,612$3,067,0000.75%
EWG Elevate Inc. 15,662$1,740,0000.72%
BHF RG Capital Inc. 9,424$1,047,0000.70%
View complete list of FIRST TR LRG CP GRWTH ALPHAD shareholders