Cypress Wealth Services, 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 175 filers reported holding FIRST TR LRG CP GRWTH ALPHAD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Cypress Wealth Services, LLC ownership history of FIRST TR LRG CP GRWTH ALPHAD
ValueSharesWeighting
Q3 2023$256,414
-6.8%
2,6500.0%0.07%
-1.4%
Q2 2023$275,150
+11.6%
2,6500.0%0.07%0.0%
Q1 2023$246,556
+1.8%
2,6500.0%0.07%
-7.7%
Q4 2022$242,263
+4.0%
2,6500.0%0.08%
-1.3%
Q3 2022$233,000
-0.4%
2,6500.0%0.08%
+5.3%
Q2 2022$234,000
-17.3%
2,6500.0%0.08%
-2.6%
Q1 2022$283,000
-11.3%
2,6500.0%0.08%
-11.5%
Q4 2021$319,000
-3.6%
2,650
-11.1%
0.09%
-12.1%
Q3 2021$331,000
-21.4%
2,980
-22.3%
0.10%
-13.9%
Q2 2021$421,000
-78.4%
3,836
-80.8%
0.12%
-71.8%
Q1 2021$1,952,000
-9.6%
19,987
-10.5%
0.41%
-15.4%
Q4 2020$2,159,000
+7.3%
22,339
-6.8%
0.48%
-6.6%
Q3 2020$2,012,000
+9.6%
23,9610.0%0.52%
+18.1%
Q2 2020$1,836,000
+62.5%
23,961
+27.1%
0.44%
+31.2%
Q1 2020$1,130,000
+167.1%
18,856
+224.9%
0.33%
+211.2%
Q4 2019$423,000
+4.2%
5,8040.0%0.11%
-3.6%
Q3 2019$406,000
-0.5%
5,8040.0%0.11%
-5.9%
Q2 2019$408,000
+4.9%
5,8040.0%0.12%
-4.1%
Q1 2019$389,000
+16.8%
5,8040.0%0.12%
-6.8%
Q4 2018$333,0005,8040.13%
Other shareholders
FIRST TR LRG CP GRWTH ALPHAD shareholders Q4 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