FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 143 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $545,911 | +4.6% | 19,338 | +4.9% | 0.02% | +25.0% |
| Q2 2023 | $521,896 | +5.7% | 18,435 | -0.5% | 0.01% | -7.7% |
| Q1 2023 | $493,777 | -2.1% | 18,528 | -4.3% | 0.01% | -7.1% |
| Q4 2022 | $504,272 | -5.4% | 19,358 | -16.0% | 0.01% | -12.5% |
| Q3 2022 | $533,000 | -4.3% | 23,039 | -1.2% | 0.02% | -30.4% |
| Q2 2022 | $557,000 | +0.5% | 23,322 | +17.5% | 0.02% | +27.8% |
| Q1 2022 | $554,000 | – | 19,843 | – | 0.02% | – |
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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% |