FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 176 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,411,007 | +17.1% | 616,524 | +17.4% | 0.67% | +18.3% |
| Q2 2023 | $14,869,792 | +28.2% | 525,023 | +20.7% | 0.57% | +19.3% |
| Q1 2023 | $11,594,829 | +4.9% | 434,906 | +2.5% | 0.48% | -13.9% |
| Q4 2022 | $11,056,575 | +165.2% | 424,436 | +135.5% | 0.55% | +154.1% |
| Q3 2022 | $4,169,000 | +27.2% | 180,219 | +31.3% | 0.22% | +30.5% |
| Q2 2022 | $3,278,000 | -49.8% | 137,262 | -41.4% | 0.17% | -38.8% |
| Q1 2022 | $6,529,000 | +322.9% | 234,263 | +359.9% | 0.27% | +307.5% |
| Q4 2021 | $1,544,000 | – | 50,933 | – | 0.07% | – |
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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% |