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 | $1,557,255 | +0.2% | 16,094 | +4.9% | 0.66% | +4.1% |
| Q2 2023 | $1,554,194 | +8.9% | 15,344 | 0.0% | 0.64% | +1.9% |
| Q1 2023 | $1,427,606 | +1.8% | 15,344 | 0.0% | 0.62% | -3.9% |
| Q4 2022 | $1,402,748 | +3.6% | 15,344 | -3.0% | 0.65% | -7.2% |
| Q3 2022 | $1,353,743 | -6.6% | 15,824 | -3.8% | 0.70% | -3.6% |
| Q2 2022 | $1,449,991 | -19.4% | 16,451 | -2.4% | 0.72% | -6.7% |
| Q1 2022 | $1,799,389 | -11.3% | 16,864 | 0.0% | 0.78% | -4.8% |
| Q4 2021 | $2,027,896 | – | 16,864 | – | 0.82% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FSB PREMIER WEALTH MANAGEMENT, INC. | 97,771 | $9,547,000 | 5.14% |
| Sterling Manor Financial, LLC | 31,045 | $3,032,000 | 2.70% |
| SignalPoint Asset Management, LLC | 25,498 | $2,490,000 | 0.88% |
| Stonebridge Financial Planning Group, LLC | 14,425 | $1,477,000 | 0.86% |
| Gladstone Institutional Advisory LLC | 56,199 | $5,488 | 0.85% |
| Strid Group, LLC | 28,557 | $2,789,000 | 0.68% |
| BHF RG Capital Inc. | 9,424 | $921,000 | 0.68% |
| G&S Capital LLC | 8,843 | $864,000 | 0.50% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 92,604 | $9,043,000 | 0.49% |
| Clearwater Capital Advisors, LLC | 37,446 | $3,657,000 | 0.46% |