FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 176 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $35,827,000 | +14.2% | 1,269,102 | +14.5% | 0.01% | +25.0% |
| Q2 2023 | $31,371,000 | -1.3% | 1,108,120 | -7.0% | 0.01% | -11.1% |
| Q1 2023 | $31,771,000 | +4.0% | 1,192,152 | +1.7% | 0.01% | 0.0% |
| Q4 2022 | $30,545,000 | +27.1% | 1,172,540 | +12.8% | 0.01% | +12.5% |
| Q3 2022 | $24,038,000 | +37.3% | 1,039,276 | +41.7% | 0.01% | +60.0% |
| Q2 2022 | $17,510,000 | -25.2% | 733,277 | -12.7% | 0.01% | -16.7% |
| Q1 2022 | $23,396,000 | +230.2% | 839,484 | +259.1% | 0.01% | +200.0% |
| Q4 2021 | $7,085,000 | +76.9% | 233,792 | +65.1% | 0.00% | +100.0% |
| Q3 2021 | $4,005,000 | +1139.9% | 141,642 | +1174.9% | 0.00% | – |
| Q2 2021 | $323,000 | -62.6% | 11,110 | -63.4% | 0.00% | – |
| Q1 2021 | $863,000 | +114.7% | 30,392 | +79.4% | 0.00% | – |
| Q4 2020 | $402,000 | +19.6% | 16,937 | -7.8% | 0.00% | – |
| Q3 2020 | $336,000 | -10.4% | 18,373 | -14.0% | 0.00% | – |
| Q2 2020 | $375,000 | +83.8% | 21,375 | +49.5% | 0.00% | – |
| Q1 2020 | $204,000 | -69.5% | 14,301 | -53.7% | 0.00% | – |
| Q4 2019 | $668,000 | +119.7% | 30,855 | +106.3% | 0.00% | – |
| Q3 2019 | $304,000 | -29.1% | 14,958 | -28.3% | 0.00% | – |
| Q2 2019 | $429,000 | -32.0% | 20,862 | -34.3% | 0.00% | – |
| Q1 2019 | $631,000 | -0.8% | 31,730 | -12.5% | 0.00% | – |
| Q4 2018 | $636,000 | +142.7% | 36,244 | +194.3% | 0.00% | – |
| Q3 2018 | $262,000 | -20.6% | 12,316 | -21.3% | 0.00% | – |
| Q2 2018 | $330,000 | +6.8% | 15,658 | +5.1% | 0.00% | – |
| Q1 2018 | $309,000 | -79.9% | 14,896 | -79.6% | 0.00% | -100.0% |
| Q4 2017 | $1,535,000 | – | 73,118 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ergawealth Advisors, Inc. | 259,769 | $7,333,279 | 5.06% |
| TrueWealth Advisors, LLC | 298,560 | $8,428,350 | 3.56% |
| Kolinsky Wealth Management, LLC | 122,709 | $3,464,080 | 3.44% |
| Owen LaRue, LLC | 88,237 | $2,490,943 | 2.74% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 142,110 | $4,011,780 | 2.23% |
| SignalPoint Asset Management, LLC | 140,122 | $3,955,644 | 1.26% |
| TAP Consulting, LLC | 166,097 | $4,688,908 | 1.21% |
| PSI Advisors, LLC | 98,170 | $2,771,344 | 1.20% |
| Per Stirling Capital Management, LLC. | 197,827 | $5,584,642 | 1.16% |
| CHIRON CAPITAL MANAGEMENT, LLC | 46,505 | $1,312,836 | 1.13% |