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 | $1,409,310 | +110.0% | 49,922 | +110.6% | 0.02% | +100.0% |
| Q2 2023 | $671,220 | +23.0% | 23,710 | +15.8% | 0.01% | +14.3% |
| Q1 2023 | $545,823 | +16.7% | 20,481 | +14.1% | 0.01% | +16.7% |
| Q4 2022 | $467,673 | +12.2% | 17,953 | -0.4% | 0.01% | 0.0% |
| Q3 2022 | $417,000 | -2.3% | 18,019 | +0.7% | 0.01% | 0.0% |
| Q2 2022 | $427,000 | -19.3% | 17,887 | -5.6% | 0.01% | -14.3% |
| Q1 2022 | $529,000 | – | 18,952 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ergawealth Advisors, Inc. | 254,200 | $7,196,399 | 4.93% |
| TrueWealth Advisors, LLC | 299,605 | $8,481,819 | 3.48% |
| Kolinsky Wealth Management, LLC | 126,877 | $3,580,457 | 3.40% |
| CASTLE WEALTH MANAGEMENT LLC | 136,265 | $3,857,650 | 2.69% |
| Owen LaRue, LLC | 84,516 | $2,410,409 | 2.53% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 124,166 | $3,515,137 | 1.91% |
| TAP Consulting, LLC | 173,656 | $4,916,198 | 1.21% |
| Per Stirling Capital Management, LLC. | 205,139 | $5,807,487 | 1.18% |
| PSI Advisors, LLC | 90,293 | $2,556,220 | 1.12% |
| CHIRON CAPITAL MANAGEMENT, LLC | 48,355 | $1,368,930 | 1.08% |