FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 1 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,850,307 | +49.3% | 65,544 | +49.7% | 0.03% | +50.0% |
| Q2 2023 | $1,239,497 | +19.3% | 43,783 | +12.4% | 0.02% | +5.9% |
| Q1 2023 | $1,038,578 | +44.9% | 38,970 | +41.6% | 0.02% | +41.7% |
| Q4 2022 | $716,766 | +58.6% | 27,515 | +40.7% | 0.01% | +33.3% |
| Q3 2022 | $452,000 | -12.1% | 19,557 | -9.2% | 0.01% | -10.0% |
| Q2 2022 | $514,000 | -26.3% | 21,527 | -13.9% | 0.01% | -9.1% |
| Q1 2022 | $697,000 | +33.3% | 25,006 | +44.9% | 0.01% | +37.5% |
| Q4 2021 | $523,000 | +19.7% | 17,260 | +11.7% | 0.01% | +14.3% |
| Q3 2021 | $437,000 | +5.0% | 15,455 | +8.2% | 0.01% | 0.0% |
| Q2 2021 | $416,000 | +13.7% | 14,290 | +10.8% | 0.01% | -12.5% |
| Q1 2021 | $366,000 | +19.6% | 12,900 | 0.0% | 0.01% | +14.3% |
| Q4 2020 | $306,000 | – | 12,900 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RiverTree Advisors, LLC | 258,866 | $7,318,000 | 5.00% |
| Altus Wealth Group LLC | 28,088 | $794,000 | 0.79% |
| MGO ONE SEVEN LLC | 92,259 | $2,723,000 | 0.34% |
| BREITER CAPITAL MANAGEMENT INC | 18,070 | $511,000 | 0.29% |
| Old Port Advisors | 16,681 | $479,000 | 0.17% |
| Wellington Shields & Co., LLC | 13,578 | $384,000 | 0.13% |
| Financial Advocates Investment Management | 69,183 | $1,956,000 | 0.13% |
| Insight Advisors, LLC/ PA | 14,355 | $436,000 | 0.13% |
| Elite Wealth Management, Inc. | 23,373 | $661,000 | 0.12% |
| Cetera Investment Advisers | 212,670 | $6,012,000 | 0.10% |