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 | $4,585,554 | -6.6% | 47,391 | -2.2% | 4.15% | +0.3% |
| Q2 2023 | $4,907,298 | +2029.3% | 48,448 | +1821.8% | 4.14% | +1517.6% |
| Q4 2022 | $230,469 | +6.7% | 2,521 | 0.0% | 0.26% | -4.5% |
| Q3 2022 | $216,000 | -97.7% | 2,521 | -96.7% | 0.27% | -96.3% |
| Q4 2021 | $9,211,000 | -12.4% | 76,601 | -19.1% | 7.19% | -18.0% |
| Q3 2021 | $10,519,000 | +186.4% | 94,685 | +183.0% | 8.77% | +198.5% |
| Q2 2021 | $3,673,000 | +21.1% | 33,460 | +7.8% | 2.94% | +8.9% |
| Q1 2021 | $3,032,000 | -16.7% | 31,045 | -17.5% | 2.70% | -20.0% |
| Q4 2020 | $3,638,000 | – | 37,646 | – | 3.37% | – |
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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% |