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 | $5,898,743 | +112.6% | 208,953 | +113.2% | 0.06% | +120.7% |
| Q2 2023 | $2,774,946 | +213.5% | 98,020 | +195.1% | 0.03% | +190.0% |
| Q1 2023 | $885,203 | +26.6% | 33,215 | +23.7% | 0.01% | +25.0% |
| Q4 2022 | $699,234 | +33.2% | 26,842 | +18.2% | 0.01% | +14.3% |
| Q3 2022 | $525,000 | +17.7% | 22,708 | +21.5% | 0.01% | +16.7% |
| Q2 2022 | $446,000 | -11.3% | 18,684 | +3.5% | 0.01% | +20.0% |
| Q1 2022 | $503,000 | +7.0% | 18,054 | +16.3% | 0.01% | 0.0% |
| Q4 2021 | $470,000 | – | 15,520 | – | 0.01% | – |
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% |