FIRST TR LRG CP GRWTH ALPHAD's ticker is FTC and the CUSIP is 33735K108. A total of 150 filers reported holding FIRST TR LRG CP GRWTH ALPHAD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $216,143 | +7.0% | 2,364 | +0.4% | 0.14% | -0.7% |
| Q3 2022 | $202,000 | -8.2% | 2,355 | -5.8% | 0.14% | -2.9% |
| Q2 2022 | $220,000 | -22.3% | 2,499 | -5.8% | 0.14% | -3.4% |
| Q1 2022 | $283,000 | -12.4% | 2,653 | -1.4% | 0.14% | -7.6% |
| Q4 2021 | $323,000 | +8.0% | 2,690 | 0.0% | 0.16% | +3.3% |
| Q3 2021 | $299,000 | +4.2% | 2,690 | +3.1% | 0.15% | +16.9% |
| Q2 2021 | $287,000 | +6.3% | 2,610 | -5.8% | 0.13% | -4.4% |
| Q1 2021 | $270,000 | -36.8% | 2,770 | -37.3% | 0.14% | -48.3% |
| Q4 2020 | $427,000 | – | 4,420 | – | 0.26% | – |
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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% |