FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 166 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $109,030,530 | +28.8% | 3,266,343 | +34.4% | 0.16% | +23.0% |
| Q1 2024 | $84,627,886 | +63.8% | 2,430,439 | +54.2% | 0.13% | +50.0% |
| Q4 2023 | $51,664,877 | +55.5% | 1,576,591 | +34.0% | 0.08% | +40.0% |
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ergawealth Advisors, Inc. | 213,213 | $5,554,189 | 5.03% |
| Kolinsky Wealth Management, LLC | 122,597 | $3,194 | 3.64% |
| TrueWealth Advisors, LLC | 265,111 | $6,906,139 | 3.02% |
| CASTLE WEALTH MANAGEMENT LLC | 159,967 | $4,167,144 | 2.62% |
| Smart Portfolios, LLC | 46,900 | $1,221,753 | 2.44% |
| Owen LaRue, LLC | 71,842 | $1,900,930 | 2.06% |
| Harvest Investment Services, LLC | 51,806 | $1,349,536 | 1.44% |
| Crumly & Associates Inc. | 145,339 | $3,786,071 | 1.43% |
| Summit Investment Advisory Services, LLC | 43,051 | $1,121,479 | 1.36% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 86,326 | $2,248,802 | 1.23% |