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 180 filers reported holding FIRST TR LRG CP GRWTH ALPHAD in Q3 2023. 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 Q3 2023
NameSharesValueWeighting ↓
Jaffetilchin Investment Partners, LLC 397,941$19,841,0006.01%
Clearwater Capital Advisors, LLC 293,595$14,727,0005.43%
Krilogy Financial LLC 100,985$5,035,0001.75%
Horizon Investments, LLC 203,740$10,158,0000.76%
Cetera Investment Advisers 18,695$931,0000.36%
Transamerica Financial Advisors, Inc. 64,441$3,213,0000.32%
Snowden Capital Advisors LLC 18,477$921,2630.28%
LPL Financial LLC 464,516$23,300,0000.20%
LVZ, Inc. 5,929$296,0000.13%
WFG Advisors, LP 9,378$468,0000.12%
View complete list of FIRST TR LRG CP GRWTH ALPHAD shareholders