Walkner Condon Financial Advisors LLC - FIRST TR LRG CP GRWTH ALPHAD ownership

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
Walkner Condon Financial Advisors LLC ownership history of FIRST TR LRG CP GRWTH ALPHAD
ValueSharesWeighting
Q3 2023$699,865
-5.7%
7,233
-1.3%
0.19%
-5.1%
Q2 2023$741,949
+7.1%
7,325
-1.6%
0.20%
+1.0%
Q1 2023$692,497
+1.8%
7,443
+0.1%
0.19%
-4.4%
Q4 2022$680,073
+6.9%
7,439
+0.1%
0.20%
-1.0%
Q3 2022$636,000
-2.9%
7,4320.0%0.20%0.0%
Q2 2022$655,000
-99.9%
7,432
+0.8%
0.20%
-8.5%
Q1 2022$787,000,000
+86957.5%
7,372
-9.4%
0.22%
-49.7%
Q3 2021$904,000
+2.8%
8,140
+1.4%
0.44%
+38.2%
Q2 2021$879,000
+12.4%
8,024
+0.2%
0.32%
+5.9%
Q1 2021$782,000
-12.4%
8,011
-13.3%
0.30%
-21.0%
Q4 2020$893,000
-5.0%
9,238
-17.5%
0.38%
-23.5%
Q3 2020$940,000
+6.0%
11,194
-3.4%
0.50%
-35.6%
Q2 2020$887,000
+16.4%
11,582
-9.0%
0.78%
-4.1%
Q1 2020$762,000
-26.3%
12,724
-10.2%
0.81%
-18.4%
Q4 2019$1,034,00014,1761.00%
Other shareholders
FIRST TR LRG CP GRWTH ALPHAD shareholders Q1 2023
NameSharesValueWeighting ↓
Sterling Manor Financial, LLC 47,391$4,585,5544.15%
HFG Advisors, Inc. 24,088$2,330,7452.55%
FSB PREMIER WEALTH MANAGEMENT, INC. 36,638$3,545,0881.97%
IAMS WEALTH MANAGEMENT, LLC 27,061$2,618,4221.81%
Arden Trust Co 100,083$9,684,0431.61%
Coppell Advisory Solutions LLC 38,868$3,553,3291.22%
Beck Bode, LLC 46,055$4,456,2791.14%
Horizon Family Wealth, Inc. 11,921$1,153,4371.12%
GeoWealth Management, LLC 75,692$7,3240.83%
ETFIDEA, LLC 16,094$1,557,2550.66%
View complete list of FIRST TR LRG CP GRWTH ALPHAD shareholders