WMG 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 163 filers reported holding FIRST TR LRG CP GRWTH ALPHAD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
WMG Financial Advisors, LLC ownership history of FIRST TR LRG CP GRWTH ALPHAD
ValueSharesWeighting
Q3 2023$445,677
-4.5%
4,6060.0%0.38%
+10.5%
Q2 2023$466,542
+8.9%
4,6060.0%0.34%
-3.4%
Q1 2023$428,543
+1.8%
4,6060.0%0.36%
-0.8%
Q4 2022$421,080
+7.7%
4,6060.0%0.36%
+1.7%
Q3 2022$391,000
-5.1%
4,606
-1.4%
0.35%
-1.4%
Q2 2022$412,000
-39.9%
4,673
-27.3%
0.36%
-29.2%
Q1 2022$686,000
-47.6%
6,430
-40.8%
0.50%
-50.5%
Q4 2021$1,308,00010,8631.02%
Other shareholders
FIRST TR LRG CP GRWTH ALPHAD shareholders Q1 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