FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 42 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,783,490 | +15.1% | 417,410 | +15.4% | 0.10% | +18.6% |
| Q2 2023 | $10,239,683 | +0.3% | 361,698 | -5.6% | 0.09% | -3.4% |
| Q1 2023 | $10,212,139 | +12.7% | 383,184 | +10.1% | 0.09% | +6.0% |
| Q4 2022 | $9,062,186 | -16.1% | 347,877 | -25.5% | 0.08% | -61.1% |
| Q3 2022 | $10,805,000 | +1.8% | 467,159 | +5.1% | 0.22% | +27.8% |
| Q2 2022 | $10,611,000 | -13.9% | 444,348 | +0.4% | 0.17% | -4.5% |
| Q1 2022 | $12,330,000 | +56.8% | 442,423 | +70.5% | 0.18% | +56.6% |
| Q4 2021 | $7,865,000 | +30.8% | 259,546 | +22.0% | 0.11% | +17.7% |
| Q3 2021 | $6,012,000 | +17.7% | 212,670 | +21.1% | 0.10% | +17.1% |
| Q2 2021 | $5,110,000 | – | 175,628 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ergawealth Advisors, Inc. | 254,200 | $7,196,399 | 4.93% |
| TrueWealth Advisors, LLC | 299,605 | $8,481,819 | 3.48% |
| Kolinsky Wealth Management, LLC | 126,877 | $3,580,457 | 3.40% |
| CASTLE WEALTH MANAGEMENT LLC | 136,265 | $3,857,650 | 2.69% |
| Owen LaRue, LLC | 84,516 | $2,410,409 | 2.53% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 124,166 | $3,515,137 | 1.91% |
| TAP Consulting, LLC | 173,656 | $4,916,198 | 1.21% |
| Per Stirling Capital Management, LLC. | 205,139 | $5,807,487 | 1.18% |
| PSI Advisors, LLC | 90,293 | $2,556,220 | 1.12% |
| CHIRON CAPITAL MANAGEMENT, LLC | 48,355 | $1,368,930 | 1.08% |