FIRST TR LRG CP GRWTH ALPHAD's ticker is FTC and the CUSIP is 33735K108. A total of 163 filers reported holding FIRST TR LRG CP GRWTH ALPHAD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $256,414 | -6.8% | 2,650 | 0.0% | 0.07% | -1.4% |
| Q2 2023 | $275,150 | +11.6% | 2,650 | 0.0% | 0.07% | 0.0% |
| Q1 2023 | $246,556 | +1.8% | 2,650 | 0.0% | 0.07% | -7.7% |
| Q4 2022 | $242,263 | +4.0% | 2,650 | 0.0% | 0.08% | -1.3% |
| Q3 2022 | $233,000 | -0.4% | 2,650 | 0.0% | 0.08% | +5.3% |
| Q2 2022 | $234,000 | -17.3% | 2,650 | 0.0% | 0.08% | -2.6% |
| Q1 2022 | $283,000 | -11.3% | 2,650 | 0.0% | 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% | 23,961 | 0.0% | 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% | 5,804 | 0.0% | 0.11% | -3.6% |
| Q3 2019 | $406,000 | -0.5% | 5,804 | 0.0% | 0.11% | -5.9% |
| Q2 2019 | $408,000 | +4.9% | 5,804 | 0.0% | 0.12% | -4.1% |
| Q1 2019 | $389,000 | +16.8% | 5,804 | 0.0% | 0.12% | -6.8% |
| Q4 2018 | $333,000 | – | 5,804 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FSB PREMIER WEALTH MANAGEMENT, INC. | 58,745 | $5,858,000 | 2.94% |
| HFG Advisors, Inc. | 18,729 | $1,998,000 | 2.28% |
| GeoWealth Management, LLC | 154,519 | $16,487,000 | 1.45% |
| Horizon Family Wealth, Inc. | 11,825 | $1,262,000 | 1.25% |
| S.C. Financial Services, Inc. | 7,036 | $751,000 | 0.96% |
| SignalPoint Asset Management, LLC | 26,492 | $2,827,000 | 0.90% |
| Stonebridge Financial Planning Group, LLC | 13,730 | $1,465,000 | 0.82% |
| ETFIDEA, LLC | 16,864 | $1,799,389 | 0.78% |
| BKA Wealth Consulting, Inc. | 4,357 | $465,000 | 0.70% |
| Ignite Planners, LLC | 9,702 | $966,000 | 0.65% |