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 | $6,098,008 | +2.1% | 216,012 | +2.4% | 0.04% | -7.3% |
| Q2 2023 | $5,970,186 | -3.0% | 210,886 | -8.7% | 0.04% | -8.9% |
| Q1 2023 | $6,157,445 | -17.4% | 231,043 | -19.2% | 0.04% | -25.0% |
| Q4 2022 | $7,450,820 | +30.4% | 286,020 | +15.7% | 0.06% | -15.5% |
| Q3 2022 | $5,716,000 | +16.0% | 247,110 | +19.8% | 0.07% | +12.7% |
| Q2 2022 | $4,926,000 | -9.6% | 206,283 | +5.5% | 0.06% | -4.5% |
| Q1 2022 | $5,447,000 | -10.3% | 195,452 | -2.5% | 0.07% | -10.8% |
| Q4 2021 | $6,073,000 | +11.3% | 200,392 | +3.9% | 0.07% | 0.0% |
| Q3 2021 | $5,455,000 | +170.0% | 192,950 | +177.9% | 0.07% | +164.3% |
| Q2 2021 | $2,020,000 | +347.9% | 69,423 | +337.1% | 0.03% | +180.0% |
| Q1 2021 | $451,000 | – | 15,881 | – | 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% |