FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 7 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $33,194,895 | +71.8% | 1,175,873 | +72.3% | 0.01% | +57.1% |
| Q2 2023 | $19,317,697 | +39.6% | 682,363 | +31.4% | 0.01% | +40.0% |
| Q1 2023 | $13,839,465 | +12.6% | 519,285 | +10.0% | 0.01% | 0.0% |
| Q4 2022 | $12,294,662 | +36.2% | 471,964 | +20.9% | 0.01% | +25.0% |
| Q3 2022 | $9,028,000 | +12.8% | 390,297 | +16.5% | 0.00% | +33.3% |
| Q2 2022 | $8,000,000 | +14.4% | 335,001 | +33.6% | 0.00% | +50.0% |
| Q1 2022 | $6,990,000 | +41017.6% | 250,807 | +44448.3% | 0.00% | – |
| Q4 2021 | $17,000 | +325.0% | 563 | +181.5% | 0.00% | – |
| Q2 2020 | $4,000 | -60.0% | 200 | -59.5% | 0.00% | – |
| Q1 2019 | $10,000 | -69.7% | 494 | -73.8% | 0.00% | – |
| Q4 2018 | $33,000 | – | 1,885 | – | 0.00% | – |
Download | ||||||
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% |