FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 166 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $17,837,370 | +48.5% | 534,373 | +55.0% | 0.13% | +18.7% |
| Q1 2024 | $12,008,164 | +257.6% | 344,864 | +236.6% | 0.11% | +224.2% |
| Q4 2023 | $3,357,679 | +138.2% | 102,462 | +105.2% | 0.03% | +106.2% |
| 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. | 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% |