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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $846,327 | -3.7% | 25,354 | +0.5% | 0.04% | -12.2% |
| Q1 2024 | $878,421 | +52.5% | 25,227 | +43.5% | 0.04% | +17.1% |
| Q4 2023 | $576,033 | +16.1% | 17,578 | 0.0% | 0.04% | +2.9% |
| Q3 2023 | $496,228 | +0.0% | 17,578 | +0.3% | 0.03% | +6.2% |
| Q2 2023 | $496,195 | +4.8% | 17,527 | -1.3% | 0.03% | 0.0% |
| Q1 2023 | $473,269 | +3.1% | 17,758 | +0.7% | 0.03% | -8.6% |
| Q4 2022 | $459,171 | +19.6% | 17,626 | +6.0% | 0.04% | +9.4% |
| Q3 2022 | $384,000 | +0.3% | 16,626 | +3.6% | 0.03% | -17.9% |
| Q2 2022 | $383,000 | -13.5% | 16,046 | +0.8% | 0.04% | +2.6% |
| Q1 2022 | $443,000 | -1.6% | 15,911 | +7.1% | 0.04% | +2.7% |
| Q4 2021 | $450,000 | +166.3% | 14,850 | +147.5% | 0.04% | +164.3% |
| Q3 2021 | $169,000 | – | 6,000 | – | 0.01% | – |
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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% |