IAMS WEALTH MANAGEMENT, LLC - 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 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
IAMS WEALTH MANAGEMENT, LLC ownership history of FIRST TR LRG CP GRWTH ALPHAD
ValueSharesWeighting
Q3 2023$2,618,422
-52.8%
27,061
-51.2%
1.81%
-10.3%
Q2 2023$5,541,813
+132.7%
55,451
+113.4%
2.02%
+2.1%
Q1 2023$2,382,033
+33.7%
25,990
+33.3%
1.98%
+9.2%
Q4 2022$1,782,00819,4921.81%
Other shareholders
FIRST TR LRG CP GRWTH ALPHAD shareholders Q3 2023
NameSharesValueWeighting ↓
Jaffetilchin Investment Partners, LLC 397,941$19,841,0006.01%
Clearwater Capital Advisors, LLC 293,595$14,727,0005.43%
Krilogy Financial LLC 100,985$5,035,0001.75%
Horizon Investments, LLC 203,740$10,158,0000.76%
Cetera Investment Advisers 18,695$931,0000.36%
Transamerica Financial Advisors, Inc. 64,441$3,213,0000.32%
Snowden Capital Advisors LLC 18,477$921,2630.28%
LPL Financial LLC 464,516$23,300,0000.20%
LVZ, Inc. 5,929$296,0000.13%
WFG Advisors, LP 9,378$468,0000.12%
View complete list of FIRST TR LRG CP GRWTH ALPHAD shareholders