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 153 filers reported holding FIRST TR LRG CP GRWTH ALPHAD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

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 Q2 2022
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