GREAT VALLEY ADVISOR GROUP, 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 158 filers reported holding FIRST TR LRG CP GRWTH ALPHAD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
GREAT VALLEY ADVISOR GROUP, INC. ownership history of FIRST TR LRG CP GRWTH ALPHAD
ValueSharesWeighting
Q3 2023$848,693
-6.8%
8,767
-2.5%
0.04%
-7.9%
Q2 2023$910,809
-0.0%
8,991
-8.2%
0.04%
-9.5%
Q1 2023$911,101
+3.8%
9,791
+2.0%
0.04%
-6.7%
Q4 2022$877,664
+8.1%
9,596
+1.1%
0.04%0.0%
Q3 2022$812,000
-4.4%
9,490
-1.5%
0.04%
-4.3%
Q2 2022$849,000
+7.6%
9,637
+46.9%
0.05%
+2.2%
Q1 2022$789,000
-1.4%
6,562
-8.8%
0.05%
-6.1%
Q4 2021$800,0000.0%7,1980.0%0.05%
-10.9%
Q3 2021$800,000
+10.5%
7,198
-3.0%
0.06%
+1.9%
Q2 2021$724,0000.0%7,4180.0%0.05%
-22.9%
Q1 2021$724,000
+1.0%
7,4180.0%0.07%
-5.4%
Q4 2020$717,000
+12.9%
7,418
-1.9%
0.07%
-5.1%
Q3 2020$635,000
+6.0%
7,562
-3.2%
0.08%
-20.4%
Q2 2020$599,0007,8120.10%
Other shareholders
FIRST TR LRG CP GRWTH ALPHAD shareholders Q3 2022
NameSharesValueWeighting ↓
Riverpoint Wealth Management Holdings, LLC 185,688$9,349,0007.59%
Jaffetilchin Investment Partners, LLC 379,556$18,613,0005.55%
Clearwater Capital Advisors, LLC 280,689$13,877,0004.81%
IHT Wealth Management, LLC 84,408$4,173,0003.16%
CREATIVE FINANCIAL DESIGNS INC /ADV 29,287$1,436,0001.17%
WINTRUST INVESTMENTS LLC 49,995$2,452,0001.02%
Krilogy Financial LLC 27,375$1,342,0000.42%
Transamerica Financial Advisors, Inc. 61,865$3,034,0000.36%
Snowden Capital Advisors LLC 23,019$1,128,8520.28%
Janney Montgomery Scott LLC 288,033$14,125,0000.21%
View complete list of FIRST TR LRG CP GRWTH ALPHAD shareholders