Vestmark Advisory Solutions, Inc. - 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 163 filers reported holding FIRST TR LRG CP GRWTH ALPHAD in Q4 2022. The put-call ratio across all filers is 1.83 and the average weighting 0.2%.

Quarter-by-quarter ownership
Vestmark Advisory Solutions, Inc. ownership history of FIRST TR LRG CP GRWTH ALPHAD
ValueSharesWeighting
Q3 2023$2,072,793
-23.5%
21,422
-20.0%
0.15%
+46.6%
Q2 2023$2,711,230
+101.0%
26,767
+84.6%
0.10%
+77.6%
Q1 2023$1,349,080
+38.9%
14,500
+36.5%
0.06%
+23.4%
Q4 2022$971,429
+51.8%
10,626
+41.8%
0.05%
+30.6%
Q3 2022$640,000
+134.4%
7,492
+142.0%
0.04%
+125.0%
Q2 2022$273,000
-66.9%
3,096
-59.9%
0.02%
-66.0%
Q1 2022$824,000
-14.0%
7,719
-3.1%
0.05%
-13.0%
Q4 2021$958,000
+6.2%
7,966
-1.9%
0.05%
-11.5%
Q3 2021$902,000
-1.3%
8,121
-2.5%
0.06%
-6.2%
Q2 2021$914,000
+16.1%
8,328
+3.3%
0.06%
-7.1%
Q1 2021$787,000
-3.0%
8,063
-4.0%
0.07%
-23.1%
Q4 2020$811,000
+77.5%
8,397
+54.4%
0.09%
+49.2%
Q3 2020$457,000
+118.7%
5,439
+81.8%
0.06%
+79.4%
Q3 2019$209,0002,9920.03%
Other shareholders
FIRST TR LRG CP GRWTH ALPHAD shareholders Q4 2022
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