FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 88 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,593,925 | +133955.9% | 56,462 | +34.4% | 0.05% | +38.2% |
| Q2 2023 | $1,189 | +9.9% | 42,006 | +3.5% | 0.03% | 0.0% |
| Q1 2023 | $1,082 | +2.5% | 40,581 | +0.2% | 0.03% | -5.6% |
| Q4 2022 | $1,056 | -99.9% | 40,519 | -11.9% | 0.04% | -10.0% |
| Q3 2022 | $1,064,000 | -10.5% | 45,994 | -7.6% | 0.04% | -7.0% |
| Q2 2022 | $1,189,000 | -8.7% | 49,800 | +6.5% | 0.04% | +7.5% |
| Q1 2022 | $1,303,000 | +242.0% | 46,758 | +272.0% | 0.04% | +263.6% |
| Q4 2021 | $381,000 | +7.3% | 12,570 | 0.0% | 0.01% | -8.3% |
| Q3 2021 | $355,000 | – | 12,570 | – | 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% |