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%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $427,322 | -4.4% | 4,416 | +0.1% | 0.13% | -2.3% |
| Q2 2023 | $446,914 | +16.9% | 4,412 | +7.4% | 0.13% | +9.1% |
| Q1 2023 | $382,173 | +2.0% | 4,108 | +0.2% | 0.12% | -15.4% |
| Q4 2022 | $374,639 | -10.4% | 4,098 | -16.2% | 0.14% | -16.9% |
| Q3 2022 | $418,000 | -11.8% | 4,890 | -9.1% | 0.17% | -14.9% |
| Q2 2022 | $474,000 | -39.3% | 5,377 | -26.6% | 0.20% | -25.2% |
| Q1 2022 | $781,000 | -16.9% | 7,322 | -6.3% | 0.27% | -18.4% |
| Q4 2021 | $940,000 | +8.3% | 7,816 | 0.0% | 0.33% | -4.9% |
| Q3 2021 | $868,000 | -3.8% | 7,816 | -4.9% | 0.35% | -9.1% |
| Q2 2021 | $902,000 | +19.0% | 8,217 | +5.8% | 0.38% | +3.8% |
| Q1 2021 | $758,000 | +23.3% | 7,767 | +22.0% | 0.37% | 0.0% |
| Q4 2020 | $615,000 | +4.2% | 6,367 | -9.3% | 0.37% | -15.4% |
| Q3 2020 | $590,000 | -12.7% | 7,023 | -20.5% | 0.44% | -9.0% |
| Q2 2020 | $676,000 | +65.3% | 8,830 | +29.3% | 0.48% | +59.7% |
| Q1 2020 | $409,000 | – | 6,828 | – | 0.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FSB PREMIER WEALTH MANAGEMENT, INC. | 58,745 | $5,858,000 | 2.94% |
| HFG Advisors, Inc. | 18,729 | $1,998,000 | 2.28% |
| GeoWealth Management, LLC | 154,519 | $16,487,000 | 1.45% |
| Horizon Family Wealth, Inc. | 11,825 | $1,262,000 | 1.25% |
| S.C. Financial Services, Inc. | 7,036 | $751,000 | 0.96% |
| SignalPoint Asset Management, LLC | 26,492 | $2,827,000 | 0.90% |
| Stonebridge Financial Planning Group, LLC | 13,730 | $1,465,000 | 0.82% |
| ETFIDEA, LLC | 16,864 | $1,799,389 | 0.78% |
| BKA Wealth Consulting, Inc. | 4,357 | $465,000 | 0.70% |
| Ignite Planners, LLC | 9,702 | $966,000 | 0.65% |