FIRST TR EXCHANGE-TRADED FD's ticker is RDVY and the CUSIP is 33738R506. A total of 155 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,703,079 | -2.4% | 58,827 | +0.0% | 0.20% | +1.0% |
| Q2 2023 | $2,769,374 | +18.1% | 58,798 | +12.5% | 0.20% | +18.0% |
| Q1 2023 | $2,344,544 | +6.7% | 52,252 | +4.5% | 0.17% | -1.2% |
| Q4 2022 | $2,196,731 | +11.9% | 50,016 | -0.9% | 0.17% | +3.0% |
| Q3 2022 | $1,963,000 | -16.3% | 50,478 | -12.0% | 0.16% | -12.3% |
| Q2 2022 | $2,346,000 | -20.3% | 57,339 | -4.5% | 0.19% | -5.1% |
| Q1 2022 | $2,943,000 | +12.4% | 60,069 | +18.8% | 0.20% | +15.9% |
| Q4 2021 | $2,619,000 | +52.1% | 50,569 | +41.1% | 0.17% | +25.9% |
| Q2 2021 | $1,722,000 | +19.9% | 35,849 | +13.6% | 0.14% | -2.2% |
| Q1 2021 | $1,436,000 | +95.6% | 31,569 | +71.9% | 0.14% | +81.6% |
| Q4 2020 | $734,000 | -3.9% | 18,367 | -25.8% | 0.08% | -33.9% |
| Q2 2020 | $764,000 | +68.3% | 24,769 | +39.8% | 0.12% | -86.9% |
| Q1 2020 | $454,000 | – | 17,721 | – | 0.88% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Advance Capital Management, Inc. | 3,875,410 | $189,895,000 | 23.08% |
| Ascension Capital Advisors, Inc. | 472,334 | $23,144,000 | 18.65% |
| ODonnell Financial Services, LLC | 787,244 | $38,575,000 | 17.56% |
| Presidio Capital Management, LLC | 382,023 | $18,719,000 | 16.22% |
| Echo Wealth Management, LLC | 226,156 | $10,833,000 | 12.73% |
| Fortress Wealth Group, LLC | 292,155 | $14,316,000 | 11.07% |
| Sterling Manor Financial, LLC | 223,968 | $10,974,000 | 8.78% |
| Genesee Capital Advisors, LLC | 322,530 | $15,804,000 | 8.24% |
| PCG Wealth Advisors, LLC | 255,816 | $12,535,000 | 7.97% |
| Financial Partners Group, Inc | 665,275 | $32,598,000 | 7.05% |