FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 23 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,458,821 | -2.2% | 87,099 | -1.9% | 0.09% | +2.2% |
| Q2 2023 | $2,513,464 | +29.4% | 88,783 | +21.8% | 0.09% | +38.5% |
| Q1 2023 | $1,942,417 | -38.8% | 72,884 | -40.2% | 0.06% | -43.0% |
| Q4 2022 | $3,176,108 | -2.7% | 121,923 | -13.6% | 0.11% | -8.1% |
| Q3 2022 | $3,263,000 | +27.7% | 141,080 | +31.9% | 0.12% | +39.3% |
| Q2 2022 | $2,555,000 | +1.2% | 106,996 | +18.1% | 0.09% | +17.1% |
| Q1 2022 | $2,524,000 | +660.2% | 90,568 | +727.3% | 0.08% | +744.4% |
| Q4 2021 | $332,000 | +8.5% | 10,947 | +1.0% | 0.01% | 0.0% |
| Q3 2021 | $306,000 | -4.4% | 10,841 | -1.4% | 0.01% | -10.0% |
| Q2 2021 | $320,000 | +13.9% | 10,995 | +11.2% | 0.01% | +11.1% |
| Q1 2021 | $281,000 | – | 9,890 | – | 0.01% | – |
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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% |