Geneos Wealth Management Inc. - FIRST TR MULTI CP VAL ALPHA ownership

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of FIRST TR MULTI CP VAL ALPHA
ValueSharesWeighting
Q3 2023$17,139
+77.7%
246
+80.9%
0.00%0.0%
Q2 2023$9,645
+1.8%
1360.0%0.00%0.0%
Q1 2023$9,476
+1.2%
1360.0%0.00%0.0%
Q4 2022$9,3601360.00%
Other shareholders
FIRST TR MULTI CP VAL ALPHA shareholders Q4 2023
NameSharesValueWeighting ↓
626 Financial, LLC 127,720$8,375,0006.35%
COTTONWOOD CAPITAL ADVISORS, LLC 6,302$413,0000.37%
HFG Advisors, Inc. 4,095$268,0000.36%
PACIFIC SUN FINANCIAL CORP 4,340$284,0000.19%
Cedar Brook Financial Partners, LLC 8,060$528,0000.16%
ETFIDEA, LLC 4,415$289,3150.14%
Onyx Bridge Wealth Group LLC 4,406$301,0000.13%
Leelyn Smith, LLC 7,606$498,0000.13%
Kowal Investment Group, LLC 5,835$382,0000.12%
PFG Advisors 13,635$894,0000.10%
View complete list of FIRST TR MULTI CP VAL ALPHA shareholders