FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 153 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $777,433 | -86.0% | 27,539 | -86.0% | 0.06% | -86.1% |
| Q2 2023 | $5,565,991 | +7.9% | 196,609 | +1.6% | 0.47% | +2.4% |
| Q1 2023 | $5,159,581 | -33.8% | 193,600 | -35.3% | 0.46% | -39.5% |
| Q4 2022 | $7,791,896 | +10.2% | 299,113 | -2.2% | 0.75% | +1.1% |
| Q3 2022 | $7,072,000 | -16.7% | 305,764 | -14.0% | 0.75% | -15.6% |
| Q2 2022 | $8,492,000 | -8.2% | 355,600 | +7.1% | 0.88% | +4.1% |
| Q1 2022 | $9,249,000 | – | 331,887 | – | 0.85% | – |
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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% |