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 Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

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 Q2 2022
NameSharesValueWeighting ↓
Sterling Manor Financial, LLC 48,448$4,907,2984.14%
HFG Advisors, Inc. 24,001$2,431,0612.57%
FSB PREMIER WEALTH MANAGEMENT, INC. 38,425$3,892,0632.11%
Arden Trust Co 125,250$12,6872.08%
IAMS WEALTH MANAGEMENT, LLC 55,451$5,541,8132.02%
Coppell Advisory Solutions LLC 50,969$5,097,4461.44%
Beck Bode, LLC 48,483$4,910,8481.20%
Horizon Family Wealth, Inc. 11,912$1,206,6001.15%
ETFIDEA, LLC 15,344$1,554,1940.64%
Stonebridge Financial Planning Group, LLC 10,207$1,033,8660.63%
View complete list of FIRST TR LRG CP GRWTH ALPHAD shareholders