Kowal Investment Group, 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 180 filers reported holding FIRST TR LRG CP GRWTH ALPHAD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Kowal Investment Group, LLC ownership history of FIRST TR LRG CP GRWTH ALPHAD
ValueSharesWeighting
Q3 2023$374,823
-3.9%
3,874
+0.6%
0.10%
-2.9%
Q2 2023$389,918
+9.0%
3,850
+0.1%
0.10%
+3.0%
Q1 2023$357,706
+2.0%
3,845
+0.3%
0.10%
-3.8%
Q4 2022$350,547
+73.5%
3,834
+62.3%
0.10%
+54.4%
Q3 2022$202,000
+87.0%
2,362
+143.0%
0.07%
+100.0%
Q3 2021$108,0009720.03%
Other shareholders
FIRST TR LRG CP GRWTH ALPHAD shareholders Q3 2023
NameSharesValueWeighting ↓
FSB PREMIER WEALTH MANAGEMENT, INC. 58,745$5,858,0002.94%
HFG Advisors, Inc. 18,729$1,998,0002.28%
GeoWealth Management, LLC 154,519$16,487,0001.45%
Horizon Family Wealth, Inc. 11,825$1,262,0001.25%
S.C. Financial Services, Inc. 7,036$751,0000.96%
SignalPoint Asset Management, LLC 26,492$2,827,0000.90%
Stonebridge Financial Planning Group, LLC 13,730$1,465,0000.82%
ETFIDEA, LLC 16,864$1,799,3890.78%
BKA Wealth Consulting, Inc. 4,357$465,0000.70%
Ignite Planners, LLC 9,702$966,0000.65%
View complete list of FIRST TR LRG CP GRWTH ALPHAD shareholders