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 | $5,925,164 | +8.2% | 209,891 | +8.5% | 0.01% | +14.3% |
| Q2 2023 | $5,475,752 | +11.8% | 193,421 | +5.3% | 0.01% | 0.0% |
| Q1 2023 | $4,896,087 | +20.1% | 183,713 | +17.4% | 0.01% | +16.7% |
| Q4 2022 | $4,075,989 | +57.6% | 156,467 | +39.9% | 0.01% | +20.0% |
| Q3 2022 | $2,587,000 | +55.8% | 111,829 | +60.9% | 0.01% | +66.7% |
| Q2 2022 | $1,660,000 | +906.1% | 69,506 | +1076.3% | 0.00% | – |
| Q1 2022 | $165,000 | +184.5% | 5,909 | +206.5% | 0.00% | – |
| Q4 2021 | $58,000 | +5.5% | 1,928 | 0.0% | 0.00% | – |
| Q3 2021 | $55,000 | -1.8% | 1,928 | 0.0% | 0.00% | – |
| Q2 2021 | $56,000 | – | 1,928 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ergawealth Advisors, Inc. | 225,369 | $6,006,249 | 4.89% |
| Kolinsky Wealth Management, LLC | 126,659 | $3,376 | 3.58% |
| CASTLE WEALTH MANAGEMENT LLC | 167,879 | $4,474,092 | 3.46% |
| TrueWealth Advisors, LLC | 292,485 | $7,794,934 | 3.27% |
| Smart Portfolios, LLC | 46,788 | $1,246,939 | 2.20% |
| Owen LaRue, LLC | 71,842 | $1,900,930 | 2.06% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 131,656 | $3,508,719 | 1.95% |
| Crumly & Associates Inc. | 131,884 | $3,514,797 | 1.53% |
| TAP Consulting, LLC | 177,207 | $4,722,678 | 1.16% |
| Harvest Investment Services, LLC | 53,987 | $1,438,798 | 1.11% |