FIRST TR LRG CP GRWTH ALPHAD's ticker is FTC and the CUSIP is 33735K108. A total of 153 filers reported holding FIRST TR LRG CP GRWTH ALPHAD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $213,743 | -4.5% | 2,209 | 0.0% | 0.09% | -1.1% |
| Q2 2023 | $223,750 | +8.9% | 2,209 | 0.0% | 0.09% | +8.5% |
| Q1 2023 | $205,525 | +1.8% | 2,209 | 0.0% | 0.08% | -2.4% |
| Q4 2022 | $201,947 | -14.4% | 2,209 | 0.0% | 0.08% | -4.5% |
| Q1 2022 | $236,000 | -15.1% | 2,209 | -4.3% | 0.09% | -15.4% |
| Q4 2021 | $278,000 | +8.2% | 2,309 | 0.0% | 0.10% | +8.3% |
| Q3 2021 | $257,000 | +1.6% | 2,309 | 0.0% | 0.10% | +4.3% |
| Q2 2021 | $253,000 | +12.4% | 2,309 | 0.0% | 0.09% | 0.0% |
| Q1 2021 | $225,000 | +0.9% | 2,309 | 0.0% | 0.09% | -6.1% |
| Q4 2020 | $223,000 | -0.4% | 2,309 | -24.9% | 0.10% | -32.4% |
| Q4 2019 | $224,000 | +4.2% | 3,073 | 0.0% | 0.14% | -6.5% |
| Q3 2019 | $215,000 | +3.4% | 3,073 | 0.0% | 0.16% | +17.4% |
| Q1 2019 | $208,000 | +7.8% | 3,073 | -8.9% | 0.13% | -10.2% |
| Q4 2018 | $193,000 | – | 3,373 | – | 0.15% | – |
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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% |