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

Back to all holdings Add to watchlist

FIRST TR LRG CP GRWTH ALPHAD's ticker is FTC and the CUSIP is 33735K108. A total of 1 filers reported holding FIRST TR LRG CP GRWTH ALPHAD in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.6%.

Links
Filings
External links
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%–
 Download
Other shareholders
FIRST TR LRG CP GRWTH ALPHAD shareholders Q4 2023
NameSharesValueWeighting ↓
FSB PREMIER WEALTH MANAGEMENT, INC. 97,771$9,547,0005.14%
Sterling Manor Financial, LLC 31,045$3,032,0002.70%
SignalPoint Asset Management, LLC 25,498$2,490,0000.88%
Stonebridge Financial Planning Group, LLC 14,425$1,477,0000.86%
Gladstone Institutional Advisory LLC 56,199$5,4880.85%
Strid Group, LLC 28,557$2,789,0000.68%
BHF RG Capital Inc. 9,424$921,0000.68%
G&S Capital LLC 8,843$864,0000.50%
BENJAMIN F. EDWARDS & COMPANY, INC. 92,604$9,043,0000.49%
Clearwater Capital Advisors, LLC 37,446$3,657,0000.46%
View complete list of FIRST TR LRG CP GRWTH ALPHAD shareholders