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 | $6,147 | +2.3% | 217,746 | +2.6% | 0.02% | +9.5% |
| Q2 2023 | $6,007 | +8.0% | 212,184 | +1.6% | 0.02% | -8.7% |
| Q1 2023 | $5,564 | +14.5% | 208,781 | +12.0% | 0.02% | +21.1% |
| Q4 2022 | $4,858 | -99.9% | 186,485 | -1.4% | 0.02% | 0.0% |
| Q3 2022 | $4,375,000 | -12.2% | 189,144 | -7.7% | 0.02% | -17.4% |
| Q2 2022 | $4,983,000 | -9.9% | 204,900 | +3.2% | 0.02% | -4.2% |
| Q1 2022 | $5,531,000 | +900.2% | 198,472 | +988.5% | 0.02% | +1100.0% |
| Q4 2021 | $553,000 | +35.2% | 18,233 | +26.0% | 0.00% | 0.0% |
| Q3 2021 | $409,000 | +74.0% | 14,470 | +79.4% | 0.00% | +100.0% |
| Q2 2021 | $235,000 | – | 8,065 | – | 0.00% | – |
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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% |