FIRST TR LRG CP GRWTH ALPHAD's ticker is FTC and the CUSIP is 33735K108. A total of 166 filers reported holding FIRST TR LRG CP GRWTH ALPHAD in Q1 2023. The put-call ratio across all filers is 0.52 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% | – |
Download | ||||||
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% |