FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 153 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,476,300 | +3.3% | 44,227 | +7.8% | 0.22% | +0.9% |
| Q1 2024 | $1,428,821 | +1.0% | 41,034 | -4.9% | 0.22% | +15.3% |
| Q4 2023 | $1,414,502 | +20.4% | 43,165 | +3.7% | 0.19% | -25.8% |
| Q3 2023 | $1,175,282 | +544012.0% | 41,632 | +446.6% | 0.26% | +631.4% |
| Q2 2023 | $216 | +6.9% | 7,616 | +0.4% | 0.04% | +6.1% |
| Q1 2023 | $202 | -100.0% | 7,588 | -81.8% | 0.03% | -87.1% |
| Q3 2022 | $1,175,282 | – | 41,632 | – | 0.26% | – |
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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% |