Kingsview Wealth Management, LLC - 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 154 filers reported holding FIRST TR LRG CP GRWTH ALPHAD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Kingsview Wealth Management, LLC ownership history of FIRST TR LRG CP GRWTH ALPHAD
ValueSharesWeighting
Q2 2024$22,168,283
-0.6%
180,921
+0.0%
0.52%
-6.3%
Q1 2024$22,299,155
+21.8%
180,882
+8.2%
0.56%
+2.2%
Q4 2023$18,312,835
+53.8%
167,149
+35.9%
0.55%
+27.8%
Q3 2023$11,905,289
+43.9%
123,039
+50.6%
0.43%
+31.7%
Q2 2023$8,275,927
+8.1%
81,705
-0.7%
0.32%
+1.2%
Q1 2023$7,657,053
+8.4%
82,299
+6.6%
0.32%
+4.6%
Q4 2022$7,060,539
+12.5%
77,232
+5.3%
0.31%
+3.0%
Q3 2022$6,276,000
+14.9%
73,361
+18.4%
0.30%
+14.2%
Q2 2022$5,460,000
+2.6%
61,943
+24.1%
0.26%
+11.5%
Q1 2022$5,324,010
-10.7%
49,897
+0.7%
0.23%
-5.6%
Q4 2021$5,959,000
+14.0%
49,556
+5.3%
0.25%0.0%
Q3 2021$5,229,000
+10.1%
47,070
+8.8%
0.25%
+5.5%
Q2 2021$4,749,000
+50.9%
43,249
+36.7%
0.24%
+31.3%
Q1 2021$3,148,000
+61.4%
31,647
+56.9%
0.18%
+27.0%
Q4 2020$1,950,000
+164.2%
20,175
+129.7%
0.14%
+113.6%
Q3 2020$738,000
+63.3%
8,783
+48.8%
0.07%
+46.7%
Q2 2020$452,000
-74.0%
5,903
-77.2%
0.04%
-83.0%
Q1 2019$1,737,000
+14.7%
25,936
-1.8%
0.26%
-20.0%
Q4 2018$1,514,000
-38.1%
26,420
-24.0%
0.33%
-33.5%
Q3 2018$2,445,000
+24.7%
34,749
+16.9%
0.50%
+6.0%
Q2 2018$1,961,000
+11.9%
29,720
+8.2%
0.47%
+7.3%
Q1 2018$1,752,000
+21.2%
27,460
+16.2%
0.44%
-15.5%
Q4 2017$1,446,000
+38.1%
23,634
+29.7%
0.52%
+11.9%
Q3 2017$1,047,00018,2210.46%
Other shareholders
FIRST TR LRG CP GRWTH ALPHAD shareholders Q2 2022
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