FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 51 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $277,728 | -0.2% | 9,838 | +0.1% | 0.03% | +4.0% |
| Q2 2023 | $278,374 | -6.1% | 9,833 | -11.6% | 0.02% | -13.8% |
| Q1 2023 | $296,526 | +14.5% | 11,126 | -0.7% | 0.03% | 0.0% |
| Q3 2022 | $259,000 | -3.0% | 11,204 | +0.0% | 0.03% | -3.3% |
| Q2 2022 | $267,000 | -11.3% | 11,200 | +3.6% | 0.03% | +3.4% |
| Q1 2022 | $301,000 | -4.4% | 10,810 | +3.4% | 0.03% | -3.3% |
| Q4 2021 | $315,000 | +45.8% | 10,459 | +37.0% | 0.03% | +30.4% |
| Q3 2021 | $216,000 | – | 7,635 | – | 0.02% | – |
Download | ||||||
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% |