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 158 filers reported holding FIRST TR LRG CP GRWTH ALPHAD in Q3 2022. 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 2022
NameSharesValueWeighting ↓
FSB PREMIER WEALTH MANAGEMENT, INC. 97,771$9,547,0005.14%
Sterling Manor Financial, LLC 31,045$3,032,0002.70%
SignalPoint Asset Management, LLC 25,498$2,490,0000.88%
Stonebridge Financial Planning Group, LLC 14,425$1,477,0000.86%
Gladstone Institutional Advisory LLC 56,199$5,4880.85%
Strid Group, LLC 28,557$2,789,0000.68%
BHF RG Capital Inc. 9,424$921,0000.68%
G&S Capital LLC 8,843$864,0000.50%
BENJAMIN F. EDWARDS & COMPANY, INC. 92,604$9,043,0000.49%
Clearwater Capital Advisors, LLC 37,446$3,657,0000.46%
View complete list of FIRST TR LRG CP GRWTH ALPHAD shareholders