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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $372,000 | – | 5,100 | – | 0.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sterling Manor Financial, LLC | 47,391 | $4,585,554 | 4.15% |
| HFG Advisors, Inc. | 24,088 | $2,330,745 | 2.55% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 36,638 | $3,545,088 | 1.97% |
| IAMS WEALTH MANAGEMENT, LLC | 27,061 | $2,618,422 | 1.81% |
| Arden Trust Co | 100,083 | $9,684,043 | 1.61% |
| Coppell Advisory Solutions LLC | 38,868 | $3,553,329 | 1.22% |
| Beck Bode, LLC | 46,055 | $4,456,279 | 1.14% |
| Horizon Family Wealth, Inc. | 11,921 | $1,153,437 | 1.12% |
| GeoWealth Management, LLC | 75,692 | $7,324 | 0.83% |
| ETFIDEA, LLC | 16,094 | $1,557,255 | 0.66% |