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 ↓
Riverpoint Wealth Management Holdings, LLC 185,688$9,349,0007.59%
Jaffetilchin Investment Partners, LLC 379,556$18,613,0005.55%
Clearwater Capital Advisors, LLC 280,689$13,877,0004.81%
IHT Wealth Management, LLC 84,408$4,173,0003.16%
CREATIVE FINANCIAL DESIGNS INC /ADV 29,287$1,436,0001.17%
WINTRUST INVESTMENTS LLC 49,995$2,452,0001.02%
Krilogy Financial LLC 27,375$1,342,0000.42%
Transamerica Financial Advisors, Inc. 61,865$3,034,0000.36%
Snowden Capital Advisors LLC 23,019$1,128,8520.28%
Janney Montgomery Scott LLC 288,033$14,125,0000.21%
View complete list of FIRST TR LRG CP GRWTH ALPHAD shareholders