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 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
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 Q2 2022
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