BKA Wealth Consulting, Inc. - 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 1 filers reported holding FIRST TR LRG CP GRWTH ALPHAD in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.6%.

Quarter-by-quarter ownership
BKA Wealth Consulting, Inc. ownership history of FIRST TR LRG CP GRWTH ALPHAD
ValueSharesWeighting
Q3 2023$341,337
-4.5%
3,528
+0.0%
0.57%
-4.7%
Q2 2023$357,255
+9.8%
3,5270.0%0.60%
+2.4%
Q1 2023$325,265
-9.6%
3,527
-10.3%
0.58%
-15.1%
Q4 2022$359,659
+3.6%
3,934
-3.1%
0.69%
-3.9%
Q3 2022$347,000
-3.1%
4,058
+0.0%
0.72%
+9.8%
Q2 2022$358,000
-23.0%
4,057
-6.9%
0.65%
-6.3%
Q1 2022$465,0004,3570.70%
Other shareholders
FIRST TR LRG CP GRWTH ALPHAD shareholders Q4 2023
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