True Link 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 1 filers reported holding FIRST TR LRG CP GRWTH ALPHAD in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.6%.

Quarter-by-quarter ownership
True Link Financial Advisors, LLC ownership history of FIRST TR LRG CP GRWTH ALPHAD
ValueSharesWeighting
Q3 2023$991,500
-4.5%
10,2470.0%0.12%
-4.8%
Q2 2023$1,037,919
+8.9%
10,2470.0%0.12%
+5.0%
Q1 2023$953,381
+1.8%
10,2470.0%0.12%
-6.3%
Q4 2022$936,781
+6.8%
10,2470.0%0.13%0.0%
Q3 2022$877,000
-2.9%
10,2470.0%0.13%
-7.3%
Q2 2022$903,000
-17.5%
10,247
-0.0%
0.14%
-13.3%
Q1 2022$1,094,000
+2635.0%
10,250
+2950.6%
0.16%
+3060.0%
Q4 2021$40,0003360.01%
Other shareholders
FIRST TR LRG CP GRWTH ALPHAD shareholders Q4 2023
NameSharesValueWeighting ↓
FSB PREMIER WEALTH MANAGEMENT, INC. 97,771$9,547,0005.14%
Sterling Manor Financial, LLC 31,045$3,032,0002.70%
SignalPoint Asset Management, LLC 25,498$2,490,0000.88%
Stonebridge Financial Planning Group, LLC 14,425$1,477,0000.86%
Gladstone Institutional Advisory LLC 56,199$5,4880.85%
Strid Group, LLC 28,557$2,789,0000.68%
BHF RG Capital Inc. 9,424$921,0000.68%
G&S Capital LLC 8,843$864,0000.50%
BENJAMIN F. EDWARDS & COMPANY, INC. 92,604$9,043,0000.49%
Clearwater Capital Advisors, LLC 37,446$3,657,0000.46%
View complete list of FIRST TR LRG CP GRWTH ALPHAD shareholders