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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Riverpoint Wealth Management Holdings, LLC | 185,688 | $9,349,000 | 7.59% |
| Jaffetilchin Investment Partners, LLC | 379,556 | $18,613,000 | 5.55% |
| Clearwater Capital Advisors, LLC | 280,689 | $13,877,000 | 4.81% |
| IHT Wealth Management, LLC | 84,408 | $4,173,000 | 3.16% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 29,287 | $1,436,000 | 1.17% |
| WINTRUST INVESTMENTS LLC | 49,995 | $2,452,000 | 1.02% |
| Krilogy Financial LLC | 27,375 | $1,342,000 | 0.42% |
| Transamerica Financial Advisors, Inc. | 61,865 | $3,034,000 | 0.36% |
| Snowden Capital Advisors LLC | 23,019 | $1,128,852 | 0.28% |
| Janney Montgomery Scott LLC | 288,033 | $14,125,000 | 0.21% |