FIRST TR LRG CP GRWTH ALPHAD's ticker is FTC and the CUSIP is 33735K108. A total of 1 filers reported holding FIRST TR LRG CP GRWTH ALPHAD in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.6%.
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 ↓ |
|---|---|---|---|
| Clearwater Capital Advisors, LLC | 201,205 | $14,152,000 | 2.57% |
| Gladstone Institutional Advisory LLC | 72,171 | $5,076,000 | 1.55% |
| FOUNDERS FINANCIAL SECURITIES LLC | 62,392 | $4,389,000 | 1.44% |
| PFS INVESTMENTS INC. | 371,036 | $26,611,000 | 1.20% |
| Riverpoint Wealth Management Holdings, LLC | 33,940 | $2,387,000 | 1.09% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 155,329 | $10,925,000 | 0.92% |
| Cetera Investment Advisers | 97,169 | $6,834,000 | 0.88% |
| IHT Wealth Management, LLC | 77,716 | $5,466,000 | 0.79% |
| WINTRUST INVESTMENTS LLC | 73,421 | $5,164,000 | 0.78% |
| Harvest Investment Services, LLC | 16,350 | $1,159,000 | 0.66% |