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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $341,257 | -7.6% | 3,115 | -18.3% | 0.03% | -17.1% |
| Q3 2023 | $369,179 | -5.9% | 3,815 | -1.5% | 0.04% | -23.9% |
| Q2 2023 | $392,453 | +41.6% | 3,875 | +30.0% | 0.05% | +39.4% |
| Q1 2023 | $277,220 | +15.7% | 2,980 | +13.7% | 0.03% | +3.1% |
| Q4 2022 | $239,662 | +7.0% | 2,622 | +0.1% | 0.03% | -5.9% |
| Q3 2022 | $224,000 | +4.2% | 2,619 | +29.9% | 0.03% | +21.4% |
| Q1 2022 | $215,000 | -6.5% | 2,016 | +5.3% | 0.03% | -6.7% |
| Q4 2021 | $230,000 | +21.1% | 1,915 | +11.7% | 0.03% | +11.1% |
| Q3 2021 | $190,000 | -82.0% | 1,715 | -82.1% | 0.03% | -78.9% |
| Q2 2021 | $1,053,000 | +19.1% | 9,591 | +5.8% | 0.13% | -12.3% |
| Q1 2021 | $884,000 | +43.7% | 9,061 | +42.3% | 0.15% | +13.2% |
| Q4 2020 | $615,000 | – | 6,366 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sterling Manor Financial, LLC | 94,685 | $10,519,000 | 8.77% |
| Signify Wealth | 63,429 | $7,046,000 | 5.61% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 80,808 | $8,976,000 | 4.50% |
| Hayden Royal, LLC | 8,840 | $982,000 | 1.60% |
| SignalPoint Asset Management, LLC | 30,547 | $3,393,000 | 1.08% |
| Clear Creek Financial Management, LLC | 47,068 | $5,229,000 | 0.84% |
| Stonebridge Financial Planning Group, LLC | 13,555 | $1,645,000 | 0.80% |
| Private Advisory Group LLC | 27,612 | $3,067,000 | 0.75% |
| EWG Elevate Inc. | 15,662 | $1,740,000 | 0.72% |
| BHF RG Capital Inc. | 9,424 | $1,047,000 | 0.70% |