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 189 filers reported holding FIRST TR LRG CP GRWTH ALPHAD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

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 ↓
Sterling Manor Financial, LLC 94,685$10,519,0008.77%
Signify Wealth 63,429$7,046,0005.61%
FSB PREMIER WEALTH MANAGEMENT, INC. 80,808$8,976,0004.50%
Hayden Royal, LLC 8,840$982,0001.60%
SignalPoint Asset Management, LLC 30,547$3,393,0001.08%
Clear Creek Financial Management, LLC 47,068$5,229,0000.84%
Stonebridge Financial Planning Group, LLC 13,555$1,645,0000.80%
Private Advisory Group LLC 27,612$3,067,0000.75%
EWG Elevate Inc. 15,662$1,740,0000.72%
BHF RG Capital Inc. 9,424$1,047,0000.70%
View complete list of FIRST TR LRG CP GRWTH ALPHAD shareholders