FIRST TR LRG CP GRWTH ALPHAD's ticker is FTC and the CUSIP is 33735K108. A total of 180 filers reported holding FIRST TR LRG CP GRWTH ALPHAD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,625,312 | -5.8% | 16,797 | -1.4% | 0.08% | -1.2% |
| Q2 2023 | $1,725,399 | +9.7% | 17,034 | +0.8% | 0.08% | -13.5% |
| Q1 2023 | $1,572,760 | -1.4% | 16,904 | -3.1% | 0.10% | -15.0% |
| Q4 2022 | $1,594,718 | +7.1% | 17,444 | +0.2% | 0.11% | -8.1% |
| Q3 2022 | $1,489,000 | -3.3% | 17,403 | -0.4% | 0.12% | -3.9% |
| Q2 2022 | $1,540,000 | -28.8% | 17,477 | -13.8% | 0.13% | -16.9% |
| Q1 2022 | $2,162,000 | -11.4% | 20,266 | -0.1% | 0.15% | -15.4% |
| Q4 2021 | $2,439,000 | – | 20,286 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sterling Manor Financial, LLC | 47,391 | $4,585,554 | 4.15% |
| HFG Advisors, Inc. | 24,088 | $2,330,745 | 2.55% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 36,638 | $3,545,088 | 1.97% |
| IAMS WEALTH MANAGEMENT, LLC | 27,061 | $2,618,422 | 1.81% |
| Arden Trust Co | 100,083 | $9,684,043 | 1.61% |
| Coppell Advisory Solutions LLC | 38,868 | $3,553,329 | 1.22% |
| Beck Bode, LLC | 46,055 | $4,456,279 | 1.14% |
| Horizon Family Wealth, Inc. | 11,921 | $1,153,437 | 1.12% |
| GeoWealth Management, LLC | 75,692 | $7,324 | 0.83% |
| ETFIDEA, LLC | 16,094 | $1,557,255 | 0.66% |