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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $12,548,327 | -18.8% | 360,377 | -23.6% | 0.00% | -25.0% |
| Q4 2023 | $15,450,858 | +469.6% | 471,494 | +390.7% | 0.00% | +300.0% |
| Q3 2023 | $2,712,395 | +514.6% | 96,082 | +516.3% | 0.00% | – |
| Q2 2023 | $441,325 | +86.3% | 15,589 | +75.4% | 0.00% | – |
| Q1 2023 | $236,845 | -96.7% | 8,887 | -96.8% | 0.00% | -100.0% |
| Q4 2022 | $7,236,013 | +671.4% | 277,774 | +606.9% | 0.00% | – |
| Q2 2022 | $938,000 | -57.0% | 39,296 | -47.6% | 0.00% | -100.0% |
| Q2 2021 | $2,182,000 | +828.5% | 74,991 | +569.6% | 0.00% | 0.0% |
| Q4 2017 | $235,000 | – | 11,200 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ergawealth Advisors, Inc. | 213,213 | $5,554,189 | 5.03% |
| Kolinsky Wealth Management, LLC | 122,597 | $3,194 | 3.64% |
| TrueWealth Advisors, LLC | 265,111 | $6,906,139 | 3.02% |
| CASTLE WEALTH MANAGEMENT LLC | 159,967 | $4,167,144 | 2.62% |
| Smart Portfolios, LLC | 46,900 | $1,221,753 | 2.44% |
| Owen LaRue, LLC | 71,842 | $1,900,930 | 2.06% |
| Harvest Investment Services, LLC | 51,806 | $1,349,536 | 1.44% |
| Crumly & Associates Inc. | 145,339 | $3,786,071 | 1.43% |
| Summit Investment Advisory Services, LLC | 43,051 | $1,121,479 | 1.36% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 86,326 | $2,248,802 | 1.23% |