FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 42 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $32,764,236 | +4.5% | 1,160,618 | +4.8% | 0.02% | +7.1% |
| Q2 2023 | $31,339,051 | +48.8% | 1,106,996 | +40.1% | 0.01% | +40.0% |
| Q1 2023 | $21,062,076 | -4.0% | 790,301 | -6.2% | 0.01% | -9.1% |
| Q4 2022 | $21,937,405 | -17.1% | 842,127 | -26.4% | 0.01% | -26.7% |
| Q3 2022 | $26,450,000 | +10.4% | 1,143,539 | +14.0% | 0.02% | +15.4% |
| Q2 2022 | $23,955,000 | -5.9% | 1,003,136 | +9.9% | 0.01% | 0.0% |
| Q1 2022 | $25,446,000 | +356.0% | 913,038 | +395.8% | 0.01% | +333.3% |
| Q4 2021 | $5,580,000 | +270.5% | 184,146 | +245.8% | 0.00% | +200.0% |
| Q3 2021 | $1,506,000 | +11.8% | 53,258 | +15.0% | 0.00% | 0.0% |
| Q2 2021 | $1,347,000 | +318.3% | 46,297 | +308.9% | 0.00% | – |
| Q1 2021 | $322,000 | – | 11,322 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ergawealth Advisors, Inc. | 225,369 | $6,006,249 | 4.89% |
| Kolinsky Wealth Management, LLC | 126,659 | $3,376 | 3.58% |
| CASTLE WEALTH MANAGEMENT LLC | 167,879 | $4,474,092 | 3.46% |
| TrueWealth Advisors, LLC | 292,485 | $7,794,934 | 3.27% |
| Smart Portfolios, LLC | 46,788 | $1,246,939 | 2.20% |
| Owen LaRue, LLC | 71,842 | $1,900,930 | 2.06% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 131,656 | $3,508,719 | 1.95% |
| Crumly & Associates Inc. | 131,884 | $3,514,797 | 1.53% |
| TAP Consulting, LLC | 177,207 | $4,722,678 | 1.16% |
| Harvest Investment Services, LLC | 53,987 | $1,438,798 | 1.11% |