FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 233 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $5,597,459 | +11.9% | 167,689 | +16.8% | 0.06% | +5.4% |
Q1 2024 | $5,000,744 | +51.7% | 143,617 | +42.7% | 0.06% | +36.6% |
Q4 2023 | $3,297,022 | +78.2% | 100,611 | +53.5% | 0.04% | +51.9% |
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 ↓ |
---|---|---|---|
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% |