FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 176 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
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. | 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% |