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 180 filers reported holding FIRST TR LRG CP GRWTH ALPHAD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Kingsview Wealth Management, LLC ownership history of FIRST TR LRG CP GRWTH ALPHAD
ValueSharesWeighting
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
-8.4%
61,943
+25.0%
0.26%
+5.2%
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 Q3 2023
NameSharesValueWeighting ↓
Jaffetilchin Investment Partners, LLC 397,941$19,841,0006.01%
Clearwater Capital Advisors, LLC 293,595$14,727,0005.43%
Krilogy Financial LLC 100,985$5,035,0001.75%
Horizon Investments, LLC 203,740$10,158,0000.76%
Cetera Investment Advisers 18,695$931,0000.36%
Transamerica Financial Advisors, Inc. 64,441$3,213,0000.32%
Snowden Capital Advisors LLC 18,477$921,2630.28%
LPL Financial LLC 464,516$23,300,0000.20%
LVZ, Inc. 5,929$296,0000.13%
WFG Advisors, LP 9,378$468,0000.12%
View complete list of FIRST TR LRG CP GRWTH ALPHAD shareholders