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 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
Moloney Securities Asset Management, LLC ownership history of FIRST TR LRG CP GRWTH ALPHAD
ValueSharesWeighting
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 Q3 2020
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