Stonebridge Financial Planning Group, LLC - FIRST TR LRG CP GRWTH ALPHAD ownership

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FIRST TR LRG CP GRWTH ALPHAD's ticker is FTC and the CUSIP is 33735K108. A total of 163 filers reported holding FIRST TR LRG CP GRWTH ALPHAD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

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Quarter-by-quarter ownership
Stonebridge Financial Planning Group, LLC ownership history of FIRST TR LRG CP GRWTH ALPHAD
ValueSharesWeighting
Q3 2023$956,198
-7.5%
9,882
-3.2%
0.61%
-2.7%
Q2 2023$1,033,866
+4.3%
10,207
-4.2%
0.63%
-1.6%
Q1 2023$991,042
+0.8%
10,652
-0.9%
0.64%
-2.1%
Q4 2022$982,890
+3.0%
10,751
-3.6%
0.65%
-1.9%
Q3 2022$954,000
-8.0%
11,151
-5.3%
0.67%
-5.3%
Q2 2022$1,037,000
-29.2%
11,770
-14.3%
0.70%
-14.1%
Q1 2022$1,465,000
+6.9%
13,730
+2.5%
0.82%
+14.0%
Q4 2021$1,370,000
-16.7%
13,390
-1.2%
0.72%
-10.7%
Q3 2021$1,645,000
+5.6%
13,555
-4.0%
0.80%
-2.5%
Q2 2021$1,558,000
+5.5%
14,120
-2.1%
0.83%
-4.3%
Q1 2021$1,477,000
-0.1%
14,425
-5.7%
0.86%
-7.9%
Q4 2020$1,479,000
+7.0%
15,300
-2.0%
0.94%
-5.7%
Q3 2020$1,382,000
+10.3%
15,615
-2.9%
0.99%
-6.8%
Q2 2020$1,253,000
+20.2%
16,075
-2.4%
1.07%
+2.7%
Q1 2020$1,042,000
-10.2%
16,478
+3.6%
1.04%
-1.0%
Q4 2019$1,160,000–15,909–1.05%–
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Other shareholders
FIRST TR LRG CP GRWTH ALPHAD shareholders Q1 2022
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