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 | $253,672 | -4.9% | 2,622 | -0.5% | 0.02% | 0.0% |
| Q2 2023 | $266,756 | +11.2% | 2,634 | +2.1% | 0.02% | 0.0% |
| Q1 2023 | $239,996 | +17.6% | 2,579 | +15.5% | 0.02% | +13.6% |
| Q4 2022 | $204,079 | -6.0% | 2,232 | -12.0% | 0.02% | -8.3% |
| Q3 2022 | $217,000 | +2.8% | 2,536 | +5.8% | 0.02% | +9.1% |
| Q2 2022 | $211,000 | -15.9% | 2,397 | +2.0% | 0.02% | 0.0% |
| Q1 2022 | $251,000 | -22.8% | 2,349 | -13.1% | 0.02% | -24.1% |
| Q4 2021 | $325,000 | -8.5% | 2,703 | -9.4% | 0.03% | -9.4% |
| Q3 2021 | $355,000 | +7.6% | 2,984 | -11.0% | 0.03% | -20.0% |
| Q1 2021 | $330,000 | +21.8% | 3,354 | +19.4% | 0.04% | +11.1% |
| Q4 2020 | $271,000 | – | 2,809 | – | 0.04% | – |
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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% |