FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 328 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $53,683 | +10.0% | 1,608,245 | +14.8% | 0.20% | +5.3% |
| Q1 2024 | $48,782 | +32.3% | 1,400,969 | +24.5% | 0.19% | +19.7% |
| Q4 2023 | $36,863 | +164.1% | 1,124,901 | +127.5% | 0.16% | +141.5% |
| Q3 2023 | $13,959 | +26.2% | 494,477 | +26.6% | 0.06% | +30.0% |
| Q2 2023 | $11,059 | +8.7% | 390,653 | +2.3% | 0.05% | 0.0% |
| Q1 2023 | $10,178 | -28.0% | 381,917 | -29.6% | 0.05% | -31.5% |
| Q4 2022 | $14,138 | -99.9% | 542,744 | -11.5% | 0.07% | -8.8% |
| Q3 2022 | $14,190,000 | -6.6% | 613,498 | -3.6% | 0.08% | -2.4% |
| Q2 2022 | $15,190,000 | -1.5% | 636,082 | +15.0% | 0.08% | +15.5% |
| Q1 2022 | $15,416,000 | +129.0% | 553,129 | +149.0% | 0.07% | +136.7% |
| Q4 2021 | $6,732,000 | +285.1% | 222,155 | +259.4% | 0.03% | +233.3% |
| Q3 2021 | $1,748,000 | +24.0% | 61,815 | +27.5% | 0.01% | +28.6% |
| Q2 2021 | $1,410,000 | +290.6% | 48,476 | +280.8% | 0.01% | +250.0% |
| Q1 2021 | $361,000 | – | 12,729 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ergawealth Advisors, Inc. | 254,200 | $7,196,399 | 4.93% |
| TrueWealth Advisors, LLC | 299,605 | $8,481,819 | 3.48% |
| Kolinsky Wealth Management, LLC | 126,877 | $3,580,457 | 3.40% |
| CASTLE WEALTH MANAGEMENT LLC | 136,265 | $3,857,650 | 2.69% |
| Owen LaRue, LLC | 84,516 | $2,410,409 | 2.53% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 124,166 | $3,515,137 | 1.91% |
| TAP Consulting, LLC | 173,656 | $4,916,198 | 1.21% |
| Per Stirling Capital Management, LLC. | 205,139 | $5,807,487 | 1.18% |
| PSI Advisors, LLC | 90,293 | $2,556,220 | 1.12% |
| CHIRON CAPITAL MANAGEMENT, LLC | 48,355 | $1,368,930 | 1.08% |