Integrated Wealth Concepts 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 149 filers reported holding FIRST TR LRG CP GRWTH ALPHAD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of FIRST TR LRG CP GRWTH ALPHAD
ValueSharesWeighting
Q3 2023$10,665,577
+58.6%
110,227
+66.1%
0.19%
+63.5%
Q2 2023$6,723,190
+117912.8%
66,376
+8.4%
0.12%
-1.7%
Q1 2023$5,697
+92.5%
61,233
+89.2%
0.12%
+46.2%
Q4 2022$2,959
-99.9%
32,371
-11.7%
0.08%
-20.0%
Q3 2022$3,138,000
-3.6%
36,679
-0.7%
0.10%
-1.0%
Q2 2022$3,256,000
-26.5%
36,946
-11.1%
0.10%
-25.2%
Q1 2022$4,432,000
-18.6%
41,536
-8.3%
0.14%
-16.7%
Q4 2021$5,444,000
+8.5%
45,273
+0.2%
0.16%
-0.6%
Q3 2021$5,019,000
+119.6%
45,183
+117.1%
0.16%
+101.2%
Q2 2021$2,285,000
+244.1%
20,816
+205.9%
0.08%
+200.0%
Q1 2021$664,000
+54.8%
6,804
-4.9%
0.03%
-32.5%
Q1 2020$429,000
-65.3%
7,157
-57.8%
0.04%
-61.5%
Q4 2019$1,237,000
+1.8%
16,969
-2.3%
0.10%
-24.1%
Q3 2019$1,215,000
+0.7%
17,366
+1.7%
0.14%
-13.3%
Q2 2019$1,206,000
+5.3%
17,081
-0.1%
0.16%
-18.6%
Q1 2019$1,145,000
+179.3%
17,099
+138.9%
0.19%
+74.8%
Q4 2018$410,000
-18.5%
7,156
+0.4%
0.11%
-27.0%
Q3 2018$503,000
+6.6%
7,1250.0%0.15%
-5.6%
Q2 2018$472,000
+7.0%
7,1250.0%0.16%
-9.0%
Q1 2018$441,000
-2.2%
7,1250.0%0.18%
-8.3%
Q4 2017$451,0007,1250.19%
Other shareholders
FIRST TR LRG CP GRWTH ALPHAD shareholders Q2 2021
NameSharesValueWeighting ↓
FSB PREMIER WEALTH MANAGEMENT, INC. 58,745$5,858,0002.94%
HFG Advisors, Inc. 18,729$1,998,0002.28%
GeoWealth Management, LLC 154,519$16,487,0001.45%
Horizon Family Wealth, Inc. 11,825$1,262,0001.25%
S.C. Financial Services, Inc. 7,036$751,0000.96%
SignalPoint Asset Management, LLC 26,492$2,827,0000.90%
Stonebridge Financial Planning Group, LLC 13,730$1,465,0000.82%
ETFIDEA, LLC 16,864$1,799,3890.78%
BKA Wealth Consulting, Inc. 4,357$465,0000.70%
Ignite Planners, LLC 9,702$966,0000.65%
View complete list of FIRST TR LRG CP GRWTH ALPHAD shareholders