FIRST TR LRG CP GRWTH ALPHAD's ticker is FTC and the CUSIP is 33735K108. A total of 182 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $834,552 | -1.2% | 6,811 | -0.6% | 0.05% | -4.2% |
| Q1 2024 | $844,715 | +8.8% | 6,852 | -3.3% | 0.05% | -2.0% |
| Q4 2023 | $776,233 | +12.2% | 7,085 | -0.9% | 0.05% | -2.0% |
| Q3 2023 | $691,737 | -4.5% | 7,149 | 0.0% | 0.05% | -9.1% |
| Q2 2023 | $724,122 | +14.8% | 7,149 | +5.4% | 0.06% | 0.0% |
| Q1 2023 | $630,811 | +3.3% | 6,780 | +1.5% | 0.06% | -9.8% |
| Q4 2022 | $610,868 | +6.6% | 6,682 | -0.2% | 0.06% | -6.2% |
| Q3 2022 | $573,014 | -0.5% | 6,698 | +2.5% | 0.06% | +4.8% |
| Q2 2022 | $575,995 | +17.6% | 6,535 | +42.4% | 0.06% | +44.2% |
| Q1 2022 | $489,753 | – | 4,590 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sterling Manor Financial, LLC | 47,391 | $4,585,554 | 4.15% |
| HFG Advisors, Inc. | 24,088 | $2,330,745 | 2.55% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 36,638 | $3,545,088 | 1.97% |
| IAMS WEALTH MANAGEMENT, LLC | 27,061 | $2,618,422 | 1.81% |
| Arden Trust Co | 100,083 | $9,684,043 | 1.61% |
| Coppell Advisory Solutions LLC | 38,868 | $3,553,329 | 1.22% |
| Beck Bode, LLC | 46,055 | $4,456,279 | 1.14% |
| Horizon Family Wealth, Inc. | 11,921 | $1,153,437 | 1.12% |
| GeoWealth Management, LLC | 75,692 | $7,324 | 0.83% |
| ETFIDEA, LLC | 16,094 | $1,557,255 | 0.66% |