FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 162 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,322,832 | -12.6% | 46,858 | -23.5% | 0.06% | +78.8% |
| Q2 2023 | $1,512,977 | +122.6% | 61,254 | +90.0% | 0.03% | +10.0% |
| Q1 2023 | $679,817 | +41226.3% | 32,234 | -58.6% | 0.03% | -31.8% |
| Q4 2022 | $1,645 | -99.9% | 77,780 | +3.5% | 0.04% | +7.3% |
| Q3 2022 | $1,588,000 | -17.1% | 75,183 | -17.2% | 0.04% | -31.7% |
| Q2 2022 | $1,916,000 | -10.1% | 90,811 | -10.2% | 0.06% | +122.2% |
| Q1 2022 | $2,132,000 | – | 101,150 | – | 0.03% | – |
| Q2 2021 | $0 | – | 0 | – | 0.00% | – |
| Q1 2021 | $0 | – | 0 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ergawealth Advisors, Inc. | 225,369 | $6,006,249 | 4.89% |
| Kolinsky Wealth Management, LLC | 126,659 | $3,376 | 3.58% |
| CASTLE WEALTH MANAGEMENT LLC | 167,879 | $4,474,092 | 3.46% |
| TrueWealth Advisors, LLC | 292,485 | $7,794,934 | 3.27% |
| Smart Portfolios, LLC | 46,788 | $1,246,939 | 2.20% |
| Owen LaRue, LLC | 71,842 | $1,900,930 | 2.06% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 131,656 | $3,508,719 | 1.95% |
| Crumly & Associates Inc. | 131,884 | $3,514,797 | 1.53% |
| TAP Consulting, LLC | 177,207 | $4,722,678 | 1.16% |
| Harvest Investment Services, LLC | 53,987 | $1,438,798 | 1.11% |