FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 7 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $372,608 | +45.0% | 13,199 | +45.4% | 0.00% | – |
| Q2 2023 | $256,970 | -61.1% | 9,077 | -64.2% | 0.00% | – |
| Q4 2022 | $661,123 | -17.7% | 25,379 | -26.9% | 0.00% | – |
| Q3 2022 | $803,000 | +3.9% | 34,723 | +7.3% | 0.00% | – |
| Q2 2022 | $773,000 | -19.7% | 32,365 | -6.3% | 0.00% | – |
| Q1 2022 | $963,000 | +79.0% | 34,552 | +94.4% | 0.00% | – |
| Q4 2021 | $538,000 | -42.4% | 17,774 | -46.2% | 0.00% | – |
| Q3 2021 | $934,000 | +148.4% | 33,024 | +54.3% | 0.00% | – |
| Q2 2020 | $376,000 | -21.3% | 21,397 | -36.3% | 0.00% | – |
| Q1 2020 | $478,000 | +113.4% | 33,600 | +163.5% | 0.00% | – |
| Q4 2018 | $224,000 | – | 12,750 | – | 0.00% | – |
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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% |