FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 133 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $56,147,577 | -1.5% | 1,988,933 | -1.2% | 0.05% | 0.0% |
| Q2 2023 | $57,004,934 | +6.4% | 2,013,597 | +0.2% | 0.05% | 0.0% |
| Q1 2023 | $53,565,131 | +8.4% | 2,009,896 | +5.9% | 0.05% | +4.4% |
| Q4 2022 | $49,431,484 | +16.0% | 1,897,556 | +3.0% | 0.04% | +4.7% |
| Q3 2022 | $42,627,000 | -9.1% | 1,842,947 | -6.1% | 0.04% | -6.5% |
| Q2 2022 | $46,881,000 | -14.0% | 1,963,185 | +0.4% | 0.05% | 0.0% |
| Q1 2022 | $54,485,000 | +88.2% | 1,954,952 | +104.6% | 0.05% | +100.0% |
| Q4 2021 | $28,949,000 | +117.1% | 955,298 | +102.5% | 0.02% | +91.7% |
| Q3 2021 | $13,337,000 | +343.1% | 471,776 | +356.1% | 0.01% | +300.0% |
| Q2 2021 | $3,010,000 | – | 103,441 | – | 0.00% | – |
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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% |