FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 42 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $33,224,201 | +0.3% | 1,176,911 | +0.6% | 0.06% | +3.4% |
| Q2 2023 | $33,111,894 | -1.9% | 1,169,618 | -7.7% | 0.06% | -9.4% |
| Q1 2023 | $33,764,216 | -7.1% | 1,266,917 | -9.2% | 0.06% | -12.3% |
| Q4 2022 | $36,348,048 | +48.1% | 1,395,317 | +31.5% | 0.07% | +32.7% |
| Q3 2022 | $24,538,000 | -5.0% | 1,060,845 | -1.9% | 0.06% | -1.8% |
| Q2 2022 | $25,818,000 | +19.4% | 1,081,158 | +39.3% | 0.06% | +36.6% |
| Q1 2022 | $21,626,000 | +111.1% | 775,956 | +129.6% | 0.04% | +115.8% |
| Q4 2021 | $10,243,000 | +46.1% | 338,008 | +36.3% | 0.02% | +35.7% |
| Q3 2021 | $7,012,000 | +29.9% | 248,021 | +33.7% | 0.01% | +27.3% |
| Q2 2021 | $5,399,000 | – | 185,542 | – | 0.01% | – |
Download | ||||||
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% |