FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 145 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,955,644 | +30.6% | 140,122 | +31.0% | 1.26% | +36.0% |
| Q2 2023 | $3,028,717 | +4.2% | 106,984 | -1.9% | 0.93% | +0.7% |
| Q1 2023 | $2,906,000 | +70.8% | 109,027 | +67.0% | 0.92% | +55.1% |
| Q4 2022 | $1,701,000 | +25.1% | 65,283 | +11.0% | 0.59% | +14.5% |
| Q3 2022 | $1,360,000 | +2.8% | 58,802 | +6.1% | 0.52% | +7.2% |
| Q2 2022 | $1,323,000 | -10.5% | 55,412 | +4.5% | 0.48% | +3.4% |
| Q1 2022 | $1,478,000 | – | 53,031 | – | 0.47% | – |
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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% |