FIRST TR LRG CP GRWTH ALPHAD's ticker is FTC and the CUSIP is 33735K108. A total of 169 filers reported holding FIRST TR LRG CP GRWTH ALPHAD in Q2 2023. The put-call ratio across all filers is 9.76 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. | 58,745 | $5,858,000 | 2.94% |
| HFG Advisors, Inc. | 18,729 | $1,998,000 | 2.28% |
| GeoWealth Management, LLC | 154,519 | $16,487,000 | 1.45% |
| Horizon Family Wealth, Inc. | 11,825 | $1,262,000 | 1.25% |
| S.C. Financial Services, Inc. | 7,036 | $751,000 | 0.96% |
| SignalPoint Asset Management, LLC | 26,492 | $2,827,000 | 0.90% |
| Stonebridge Financial Planning Group, LLC | 13,730 | $1,465,000 | 0.82% |
| ETFIDEA, LLC | 16,864 | $1,799,389 | 0.78% |
| BKA Wealth Consulting, Inc. | 4,357 | $465,000 | 0.70% |
| Ignite Planners, LLC | 9,702 | $966,000 | 0.65% |