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 Q4 2022. The put-call ratio across all filers is 1.83 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 Q4 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