Steward Partners Investment Advisory, 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 171 filers reported holding FIRST TR LRG CP GRWTH ALPHAD in Q2 2023. The put-call ratio across all filers is 9.76 and the average weighting 0.2%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of FIRST TR LRG CP GRWTH ALPHAD
ValueSharesWeighting
Q2 2024$198,989
-0.6%
1,6240.0%0.00%0.0%
Q1 2024$200,207
+331.0%
1,624
+283.0%
0.00%
+100.0%
Q4 2023$46,453
-24.0%
424
-32.9%
0.00%0.0%
Q3 2023$61,152
-4.5%
6320.0%0.00%0.0%
Q2 2023$64,015
+8.9%
6320.0%0.00%0.0%
Q1 2023$58,801
+1.8%
6320.0%0.00%0.0%
Q4 2022$57,777
+7.0%
6320.0%0.00%0.0%
Q3 2022$54,000
-3.6%
6320.0%0.00%0.0%
Q2 2022$56,000
-16.4%
6320.0%0.00%0.0%
Q1 2022$67,000
-11.8%
6320.0%0.00%0.0%
Q4 2021$76,000
+8.6%
6320.0%0.00%0.0%
Q3 2021$70,000
+48.9%
632
+49.1%
0.00%0.0%
Q2 2021$47,000
-99.9%
424
-50.0%
0.00%0.0%
Q1 2021$82,810,000
+118200.0%
848
+17.1%
0.00%
-50.0%
Q4 2020$70,000
+14.8%
7240.0%0.00%0.0%
Q3 2020$61,000
+10.9%
7240.0%0.00%0.0%
Q2 2020$55,000
+41.0%
724
+9.0%
0.00%
+100.0%
Q1 2020$39,000
-18.8%
6640.0%0.00%0.0%
Q4 2019$48,000
+65.5%
664
+56.6%
0.00%0.0%
Q3 2019$29,0000.0%4240.0%0.00%0.0%
Q2 2019$29,000
-40.8%
424
-39.6%
0.00%
-50.0%
Q3 2018$49,000
-15.5%
702
-19.9%
0.00%
-33.3%
Q2 2018$58,000
+346.2%
876
+305.6%
0.00%
+200.0%
Q1 2018$13,0000.0%2160.0%0.00%0.0%
Q4 2017$13,000
+8.3%
2160.0%0.00%0.0%
Q3 2017$12,000
+500.0%
216
+414.3%
0.00%
Q2 2017$2,0000.0%420.0%0.00%
Q1 2017$2,000420.00%
Other shareholders
FIRST TR LRG CP GRWTH ALPHAD shareholders Q2 2023
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