FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 88 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,474,566 | -2.7% | 52,234 | -2.4% | 0.95% | +9.8% |
| Q2 2023 | $1,515,053 | +5.3% | 53,517 | -0.9% | 0.86% | -22.4% |
| Q1 2023 | $1,438,798 | +6.6% | 53,987 | +4.2% | 1.11% | -22.8% |
| Q4 2022 | $1,349,536 | +23.8% | 51,806 | +9.9% | 1.44% | +8.0% |
| Q3 2022 | $1,090,000 | -11.1% | 47,158 | -8.2% | 1.34% | +42.0% |
| Q2 2022 | $1,226,000 | -11.0% | 51,359 | +3.9% | 0.94% | +13.9% |
| Q1 2022 | $1,378,000 | -8.2% | 49,448 | -0.2% | 0.82% | +30.3% |
| Q4 2021 | $1,501,000 | – | 49,541 | – | 0.63% | – |
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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% |