Perennial Investment Advisors, 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 153 filers reported holding FIRST TR LRG CP GRWTH ALPHAD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Perennial Investment Advisors, LLC ownership history of FIRST TR LRG CP GRWTH ALPHAD
ValueSharesWeighting
Q3 2023$235,601
-15.0%
2,434
-11.1%
0.04%
-12.2%
Q2 2023$277,321
+3.4%
2,737
-5.1%
0.05%
-2.0%
Q1 2023$268,197
-3.8%
2,883
-5.4%
0.05%
-55.8%
Q4 2022$278,717
-6.2%
3,049
-12.3%
0.11%
-16.3%
Q3 2022$297,000
+1.7%
3,475
+5.8%
0.14%
+18.4%
Q2 2022$292,000
-44.0%
3,286
-32.6%
0.11%
-30.9%
Q1 2022$521,000
-34.0%
4,873
-25.7%
0.16%
-33.2%
Q4 2021$789,000
+2.3%
6,561
-5.4%
0.25%
-9.5%
Q3 2021$771,000
-11.9%
6,933
-13.0%
0.27%
-14.4%
Q2 2021$875,000
-12.2%
7,970
-22.0%
0.32%
-19.0%
Q1 2021$997,000
+168.0%
10,214
+100.3%
0.39%
+34.5%
Q4 2019$372,0005,1000.29%
Other shareholders
FIRST TR LRG CP GRWTH ALPHAD shareholders Q3 2021
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