FIRST TR LRG CP GRWTH ALPHAD's ticker is FTC and the CUSIP is 33735K108. A total of 166 filers reported holding FIRST TR LRG CP GRWTH ALPHAD in Q1 2023. The put-call ratio across all filers is 0.52 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $518,634 | -4.5% | 5,360 | 0.0% | 0.27% | -4.2% |
| Q2 2023 | $542,914 | +17.5% | 5,360 | +7.9% | 0.29% | +3.2% |
| Q1 2023 | $462,036 | +101670.0% | 4,966 | 0.0% | 0.28% | -15.0% |
| Q4 2022 | $454 | -99.9% | 4,966 | -0.3% | 0.33% | +0.9% |
| Q3 2022 | $426,000 | -3.0% | 4,982 | 0.0% | 0.32% | +4.9% |
| Q2 2022 | $439,000 | -15.6% | 4,982 | +2.2% | 0.31% | +2.7% |
| Q1 2022 | $520,000 | -22.4% | 4,876 | -12.5% | 0.30% | -16.7% |
| Q4 2021 | $670,000 | +22.9% | 5,571 | +13.6% | 0.36% | +15.8% |
| Q3 2021 | $545,000 | -28.9% | 4,906 | -29.8% | 0.31% | -28.2% |
| Q2 2021 | $767,000 | +12.5% | 6,988 | 0.0% | 0.43% | +0.7% |
| Q1 2021 | $682,000 | -2.8% | 6,988 | -3.8% | 0.43% | -2.1% |
| Q4 2020 | $702,000 | +15.5% | 7,264 | +0.3% | 0.44% | -0.5% |
| Q3 2020 | $608,000 | +6.1% | 7,241 | -3.3% | 0.44% | +12.2% |
| Q2 2020 | $573,000 | -51.9% | 7,490 | -58.5% | 0.39% | -22.0% |
| Q1 2020 | $1,191,000 | +92.7% | 18,058 | +112.9% | 0.50% | -4.2% |
| Q4 2019 | $618,000 | – | 8,483 | – | 0.53% | – |
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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% |