FIRST TR LRG CP GRWTH ALPHAD's ticker is FTC and the CUSIP is 33735K108. A total of 150 filers reported holding FIRST TR LRG CP GRWTH ALPHAD in Q1 2021. 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 ↓ |
|---|---|---|---|
| Riverpoint Wealth Management Holdings, LLC | 185,688 | $9,349,000 | 7.59% |
| Jaffetilchin Investment Partners, LLC | 379,556 | $18,613,000 | 5.55% |
| Clearwater Capital Advisors, LLC | 280,689 | $13,877,000 | 4.81% |
| IHT Wealth Management, LLC | 84,408 | $4,173,000 | 3.16% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 29,287 | $1,436,000 | 1.17% |
| WINTRUST INVESTMENTS LLC | 49,995 | $2,452,000 | 1.02% |
| Krilogy Financial LLC | 27,375 | $1,342,000 | 0.42% |
| Transamerica Financial Advisors, Inc. | 61,865 | $3,034,000 | 0.36% |
| Snowden Capital Advisors LLC | 23,019 | $1,128,852 | 0.28% |
| Janney Montgomery Scott LLC | 288,033 | $14,125,000 | 0.21% |