FIRST TR LRG CP GRWTH ALPHAD's ticker is FTC and the CUSIP is 33735K108. A total of 133 filers reported holding FIRST TR LRG CP GRWTH ALPHAD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $839,968 | +17.0% | 8,681 | +22.5% | 0.22% | +18.5% |
| Q2 2023 | $717,617 | +21.1% | 7,085 | +11.2% | 0.18% | +14.3% |
| Q1 2023 | $592,586 | +36.9% | 6,369 | +34.5% | 0.16% | +41.2% |
| Q4 2022 | $432,819 | +6.9% | 4,734 | 0.0% | 0.11% | -0.9% |
| Q3 2022 | $405,057 | +10.3% | 4,734 | +13.7% | 0.12% | +12.7% |
| Q2 2022 | $367,143 | -8.6% | 4,165 | +10.7% | 0.10% | +3.0% |
| Q1 2022 | $401,680 | -2.9% | 3,764 | +9.5% | 0.10% | -6.6% |
| Q4 2021 | $413,616 | +9.0% | 3,439 | +0.7% | 0.11% | -1.9% |
| Q3 2021 | $379,554 | +0.7% | 3,416 | -0.5% | 0.11% | -0.9% |
| Q2 2021 | $376,944 | +5.2% | 3,433 | -6.5% | 0.11% | -6.0% |
| Q1 2021 | $358,448 | +2.1% | 3,670 | +1.0% | 0.12% | -6.5% |
| Q4 2020 | $351,057 | +17.8% | 3,632 | +2.3% | 0.12% | +2.5% |
| Q3 2020 | $298,063 | +17.8% | 3,549 | +7.4% | 0.12% | +3.4% |
| Q2 2020 | $253,000 | – | 3,304 | – | 0.12% | – |
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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% |