FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 233 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $102,325,000 | +2.3% | 3,065,440 | +6.7% | 0.02% | 0.0% |
Q1 2024 | $100,056,000 | +69.1% | 2,873,524 | +59.1% | 0.02% | +64.3% |
Q4 2023 | $59,180,000 | +65.2% | 1,805,918 | +42.3% | 0.01% | +40.0% |
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. | 213,213 | $5,554,189 | 5.03% |
Kolinsky Wealth Management, LLC | 122,597 | $3,194 | 3.64% |
TrueWealth Advisors, LLC | 265,111 | $6,906,139 | 3.02% |
CASTLE WEALTH MANAGEMENT LLC | 159,967 | $4,167,144 | 2.62% |
Smart Portfolios, LLC | 46,900 | $1,221,753 | 2.44% |
Owen LaRue, LLC | 71,842 | $1,900,930 | 2.06% |
Harvest Investment Services, LLC | 51,806 | $1,349,536 | 1.44% |
Crumly & Associates Inc. | 145,339 | $3,786,071 | 1.43% |
Summit Investment Advisory Services, LLC | 43,051 | $1,121,479 | 1.36% |
FSB PREMIER WEALTH MANAGEMENT, INC. | 86,326 | $2,248,802 | 1.23% |