FIRST TR LRG CP GRWTH ALPHAD's ticker is FTC and the CUSIP is 33735K108. A total of 145 filers reported holding FIRST TR LRG CP GRWTH ALPHAD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $282,033 | -5.2% | 2,922 | -0.5% | 0.04% | -2.5% |
| Q2 2023 | $297,623 | +19.0% | 2,938 | +9.3% | 0.04% | +11.1% |
| Q1 2023 | $250,121 | -35.4% | 2,688 | -36.6% | 0.04% | -10.0% |
| Q4 2022 | $387,467 | +60.1% | 4,238 | +49.9% | 0.04% | -23.1% |
| Q3 2022 | $242,000 | -2.8% | 2,828 | 0.0% | 0.05% | +136.4% |
| Q2 2022 | $249,000 | -17.5% | 2,828 | 0.0% | 0.02% | -60.0% |
| Q1 2022 | $302,000 | -0.3% | 2,828 | +12.4% | 0.06% | +3.8% |
| Q4 2021 | $303,000 | +126.1% | 2,516 | +81.5% | 0.05% | +341.7% |
| Q1 2021 | $134,000 | 0.0% | 1,386 | 0.0% | 0.01% | -50.0% |
| Q4 2020 | $134,000 | – | 1,386 | – | 0.02% | – |
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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% |