Keystone Wealth Services, 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
Keystone Wealth Services, LLC ownership history of FIRST TR LRG CP GRWTH ALPHAD
ValueSharesWeighting
Q3 2023$1,105,025
-4.5%
11,4200.0%0.42%
-2.8%
Q2 2023$1,156,743
+8.9%
11,4200.0%0.43%
-0.7%
Q1 2023$1,062,498
+1.8%
11,420
+0.0%
0.44%
-4.4%
Q4 2022$1,043,960
+6.2%
11,419
-0.6%
0.46%
-1.9%
Q3 2022$983,000
-2.5%
11,489
+0.5%
0.46%
+2.9%
Q2 2022$1,008,000
-37.5%
11,433
-24.3%
0.45%
-29.4%
Q1 2022$1,612,000
-23.9%
15,109
-14.3%
0.64%
-25.7%
Q4 2021$2,119,00017,6240.86%
Other shareholders
FIRST TR LRG CP GRWTH ALPHAD shareholders Q3 2023
NameSharesValueWeighting ↓
Sterling Manor Financial, LLC 47,391$4,585,5544.15%
HFG Advisors, Inc. 24,088$2,330,7452.55%
FSB PREMIER WEALTH MANAGEMENT, INC. 36,638$3,545,0881.97%
IAMS WEALTH MANAGEMENT, LLC 27,061$2,618,4221.81%
Arden Trust Co 100,083$9,684,0431.61%
Coppell Advisory Solutions LLC 38,868$3,553,3291.22%
Beck Bode, LLC 46,055$4,456,2791.14%
Horizon Family Wealth, Inc. 11,921$1,153,4371.12%
GeoWealth Management, LLC 75,692$7,3240.83%
ETFIDEA, LLC 16,094$1,557,2550.66%
View complete list of FIRST TR LRG CP GRWTH ALPHAD shareholders