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 ↓ |
|---|---|---|---|
| Ergawealth Advisors, Inc. | 259,769 | $7,333,279 | 5.06% |
| TrueWealth Advisors, LLC | 298,560 | $8,428,350 | 3.56% |
| Kolinsky Wealth Management, LLC | 122,709 | $3,464,080 | 3.44% |
| Owen LaRue, LLC | 88,237 | $2,490,943 | 2.74% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 142,110 | $4,011,780 | 2.23% |
| SignalPoint Asset Management, LLC | 140,122 | $3,955,644 | 1.26% |
| TAP Consulting, LLC | 166,097 | $4,688,908 | 1.21% |
| PSI Advisors, LLC | 98,170 | $2,771,344 | 1.20% |
| Per Stirling Capital Management, LLC. | 197,827 | $5,584,642 | 1.16% |
| CHIRON CAPITAL MANAGEMENT, LLC | 46,505 | $1,312,836 | 1.13% |