FIRST TR EXCHANGE-TRADED FD's ticker is RDVY and the CUSIP is 33738R506. A total of 432 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,096,531 | -3.7% | 23,863 | -1.3% | 0.07% | 0.0% |
| Q2 2023 | $1,138,563 | +8.2% | 24,173 | +3.1% | 0.07% | +2.8% |
| Q1 2023 | $1,051,980 | +39.9% | 23,445 | +36.9% | 0.07% | +26.3% |
| Q4 2022 | $751,913 | +17.3% | 17,120 | +3.8% | 0.06% | +7.5% |
| Q3 2022 | $641,000 | +1.7% | 16,491 | +7.0% | 0.05% | -17.2% |
| Q2 2022 | $630,000 | -14.7% | 15,405 | +2.1% | 0.06% | 0.0% |
| Q1 2022 | $739,000 | +21.5% | 15,082 | +28.4% | 0.06% | +28.0% |
| Q4 2021 | $608,000 | +189.5% | 11,748 | +164.6% | 0.05% | +194.1% |
| Q3 2021 | $210,000 | +438.5% | 4,440 | +446.8% | 0.02% | +325.0% |
| Q2 2021 | $39,000 | – | 812 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ODonnell Financial Services, LLC | 661,717 | $31,412,000 | 15.10% |
| Ascension Capital Advisors, Inc. | 347,096 | $16,477,000 | 10.76% |
| FundX Investment Group, LLC | 463,278 | $21,992,000 | 10.39% |
| Fortress Wealth Group, LLC | 231,472 | $10,988,000 | 9.51% |
| Echo Wealth Management, LLC | 146,812 | $7,160,000 | 8.48% |
| Eldridge Investment Advisors, Inc. | 380,958 | $18,084,000 | 6.44% |
| Legacy Capital Wealth Partners, LLC | 3,340,126 | $16,426,000 | 6.42% |
| Ten Capital Wealth Advisors, LLC | 269,714 | $12,803,000 | 5.99% |
| AFFINITY WEALTH MANAGEMENT LLC | 547,082 | $26,063,000 | 5.12% |
| Financial Partners Group, Inc | 419,626 | $19,920,000 | 4.69% |