FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 133 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,189 | +52.6% | 112,952 | +53.0% | 0.12% | +52.5% |
Q2 2023 | $2,090 | +29.3% | 73,826 | +21.8% | 0.08% | +17.6% |
Q1 2023 | $1,616 | +17.7% | 60,633 | +15.0% | 0.07% | +9.7% |
Q4 2022 | $1,373 | -99.8% | 52,703 | +119.3% | 0.06% | +121.4% |
Q3 2022 | $556,000 | -7.8% | 24,035 | -4.7% | 0.03% | -3.4% |
Q2 2022 | $603,000 | +7.1% | 25,233 | +25.0% | 0.03% | +16.0% |
Q1 2022 | $563,000 | +29.4% | 20,193 | +40.6% | 0.02% | +31.6% |
Q4 2021 | $435,000 | +19.2% | 14,359 | +11.3% | 0.02% | +5.6% |
Q3 2021 | $365,000 | +13.7% | 12,904 | +16.9% | 0.02% | +12.5% |
Q2 2021 | $321,000 | +6.6% | 11,040 | +4.1% | 0.02% | 0.0% |
Q1 2021 | $301,000 | +25.4% | 10,610 | +5.0% | 0.02% | +14.3% |
Q4 2020 | $240,000 | +49.1% | 10,100 | +14.4% | 0.01% | +27.3% |
Q3 2020 | $161,000 | +10.3% | 8,825 | +5.9% | 0.01% | 0.0% |
Q2 2020 | $146,000 | +47.5% | 8,335 | +19.8% | 0.01% | +37.5% |
Q1 2020 | $99,000 | – | 6,960 | – | 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% |