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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,330,745 | -4.1% | 24,088 | +0.4% | 2.55% | -0.7% |
| Q2 2023 | $2,431,061 | +9.0% | 24,001 | +0.1% | 2.57% | +1.0% |
| Q1 2023 | $2,230,544 | +2.5% | 23,974 | +0.7% | 2.54% | -0.6% |
| Q4 2022 | $2,175,796 | +24.0% | 23,800 | +16.1% | 2.56% | +5.0% |
| Q3 2022 | $1,754,000 | +5.3% | 20,505 | +8.6% | 2.44% | +8.4% |
| Q2 2022 | $1,665,000 | -16.7% | 18,887 | +0.8% | 2.25% | -1.5% |
| Q1 2022 | $1,998,000 | -11.4% | 18,729 | -0.2% | 2.28% | -10.2% |
| Q4 2021 | $2,256,000 | – | 18,765 | – | 2.54% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Jaffetilchin Investment Partners, LLC | 397,941 | $19,841,000 | 6.01% |
| Clearwater Capital Advisors, LLC | 293,595 | $14,727,000 | 5.43% |
| Krilogy Financial LLC | 100,985 | $5,035,000 | 1.75% |
| Horizon Investments, LLC | 203,740 | $10,158,000 | 0.76% |
| Cetera Investment Advisers | 18,695 | $931,000 | 0.36% |
| Transamerica Financial Advisors, Inc. | 64,441 | $3,213,000 | 0.32% |
| Snowden Capital Advisors LLC | 18,477 | $921,263 | 0.28% |
| LPL Financial LLC | 464,516 | $23,300,000 | 0.20% |
| LVZ, Inc. | 5,929 | $296,000 | 0.13% |
| WFG Advisors, LP | 9,378 | $468,000 | 0.12% |