FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 176 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,107,711 | -4.3% | 39,239 | -4.0% | 0.13% | +2.4% |
| Q2 2023 | $1,157,629 | -29.3% | 40,891 | -33.5% | 0.12% | -22.5% |
| Q1 2023 | $1,638,228 | +0.9% | 61,470 | -1.4% | 0.16% | +1.9% |
| Q4 2022 | $1,623,964 | +0.1% | 62,340 | -11.1% | 0.16% | -19.1% |
| Q3 2022 | $1,623,000 | -2.7% | 70,152 | +0.5% | 0.19% | +16.9% |
| Q2 2022 | $1,668,000 | -99.9% | 69,833 | +68.6% | 0.17% | +74.7% |
| Q1 2022 | $1,154,543,000 | +9.4% | 41,426 | +18.9% | 0.10% | +11.8% |
| Q4 2021 | $1,055,424,000 | +2155.8% | 34,828 | +2004.4% | 0.08% | +2025.0% |
| Q3 2021 | $46,787,000 | – | 1,655 | – | 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% |