Geneos Wealth Management 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
Geneos Wealth Management Inc. ownership history of FIRST TR LRG CP GRWTH ALPHAD
ValueSharesWeighting
Q3 2023$495,030
+2.8%
5,116
+7.6%
0.02%0.0%
Q2 2023$481,718
+10.3%
4,756
+1.3%
0.02%
-7.4%
Q1 2023$436,782
+6.3%
4,695
+4.5%
0.03%
+8.0%
Q4 2022$410,841
+31.7%
4,494
+22.9%
0.02%
+19.0%
Q3 2022$312,000
-33.0%
3,656
-30.4%
0.02%
-8.7%
Q2 2022$466,000
-25.2%
5,251
-10.1%
0.02%
-14.8%
Q1 2022$623,000
-9.3%
5,844
+2.2%
0.03%
+3.8%
Q4 2021$687,000
+97.4%
5,719
+82.9%
0.03%
+100.0%
Q3 2021$348,000
+1.5%
3,126
+0.3%
0.01%0.0%
Q2 2021$343,000
+6.9%
3,1160.0%0.01%
+44.4%
Q1 2021$321,000
+6.6%
3,1160.0%0.01%
-25.0%
Q4 2020$301,000
+19.0%
3,116
+1.3%
0.01%
-7.7%
Q3 2020$253,000
-18.9%
3,076
-26.2%
0.01%
-23.5%
Q2 2020$312,000
+26.3%
4,169
-0.2%
0.02%0.0%
Q1 2020$247,000
-7.5%
4,178
+14.2%
0.02%
+21.4%
Q4 2019$267,000
+1.9%
3,658
-3.3%
0.01%
-12.5%
Q3 2019$262,000
-0.4%
3,782
+1.1%
0.02%0.0%
Q2 2019$263,000
+8.2%
3,740
+2.7%
0.02%0.0%
Q1 2019$243,000
+19.1%
3,640
+0.8%
0.02%
+6.7%
Q4 2018$204,000
-19.7%
3,6100.0%0.02%
-11.8%
Q3 2018$254,000
+108.2%
3,610
+94.1%
0.02%
+70.0%
Q2 2018$122,000
+125.9%
1,860
+116.3%
0.01%
+100.0%
Q1 2018$54,000
+45.9%
860
+41.0%
0.01%
+66.7%
Q4 2017$37,000
-15.9%
610
-21.1%
0.00%
-25.0%
Q3 2017$44,000
+4.8%
7730.0%0.00%0.0%
Q2 2017$42,000
+7.7%
773
+3.6%
0.00%0.0%
Q1 2017$39,000
+8.3%
746
-0.5%
0.00%
-20.0%
Q4 2016$36,000
-2.7%
7500.0%0.01%0.0%
Q3 2016$37,000
+5.7%
750
+5.8%
0.01%0.0%
Q2 2016$35,000
-16.7%
709
-19.0%
0.01%
-16.7%
Q1 2016$42,0008750.01%
Other shareholders
FIRST TR LRG CP GRWTH ALPHAD shareholders Q4 2022
NameSharesValueWeighting ↓
Sterling Manor Financial, LLC 47,391$4,585,5544.15%
HFG Advisors, Inc. 24,088$2,330,7452.55%
FSB PREMIER WEALTH MANAGEMENT, INC. 36,638$3,545,0881.97%
IAMS WEALTH MANAGEMENT, LLC 27,061$2,618,4221.81%
Arden Trust Co 100,083$9,684,0431.61%
Coppell Advisory Solutions LLC 38,868$3,553,3291.22%
Beck Bode, LLC 46,055$4,456,2791.14%
Horizon Family Wealth, Inc. 11,921$1,153,4371.12%
GeoWealth Management, LLC 75,692$7,3240.83%
ETFIDEA, LLC 16,094$1,557,2550.66%
View complete list of FIRST TR LRG CP GRWTH ALPHAD shareholders