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 189 filers reported holding FIRST TR LRG CP GRWTH ALPHAD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
GREAT VALLEY ADVISOR GROUP, INC. ownership history of FIRST TR LRG CP GRWTH ALPHAD
ValueSharesWeighting
Q2 2024$972,542
-3.6%
7,939
-3.0%
0.03%
-12.9%
Q1 2024$1,009,046
+3.9%
8,182
-7.7%
0.03%
-8.8%
Q4 2023$970,961
+14.4%
8,863
+1.1%
0.03%
-2.9%
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 Q4 2023
NameSharesValueWeighting ↓
Sterling Manor Financial, LLC 94,685$10,519,0008.77%
Signify Wealth 63,429$7,046,0005.61%
FSB PREMIER WEALTH MANAGEMENT, INC. 80,808$8,976,0004.50%
Hayden Royal, LLC 8,840$982,0001.60%
SignalPoint Asset Management, LLC 30,547$3,393,0001.08%
Clear Creek Financial Management, LLC 47,068$5,229,0000.84%
Stonebridge Financial Planning Group, LLC 13,555$1,645,0000.80%
Private Advisory Group LLC 27,612$3,067,0000.75%
EWG Elevate Inc. 15,662$1,740,0000.72%
BHF RG Capital Inc. 9,424$1,047,0000.70%
View complete list of FIRST TR LRG CP GRWTH ALPHAD shareholders