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 | $49,807,741 | +26.6% | 1,764,224 | +26.9% | 0.07% | +4.2% |
| Q2 2023 | $39,357,943 | +71.6% | 1,390,196 | +61.5% | 0.07% | +65.1% |
| Q1 2023 | $22,937,543 | +3.8% | 860,604 | +1.5% | 0.04% | -4.4% |
| Q4 2022 | $22,093,754 | +8.7% | 848,071 | -3.5% | 0.04% | -2.2% |
| Q3 2022 | $20,327,000 | -6.6% | 878,740 | -3.6% | 0.05% | -4.2% |
| Q2 2022 | $21,767,000 | -30.1% | 911,456 | -4.9% | 0.05% | -20.0% |
| Q1 2022 | $31,139,000 | +197.8% | 958,332 | +177.7% | 0.06% | +200.0% |
| Q4 2021 | $10,458,000 | +140.9% | 345,118 | +124.7% | 0.02% | +122.2% |
| Q3 2021 | $4,341,000 | +16.3% | 153,588 | +19.7% | 0.01% | +12.5% |
| Q2 2021 | $3,733,000 | +163.4% | 128,285 | +157.2% | 0.01% | +166.7% |
| Q1 2021 | $1,417,000 | +102.7% | 49,871 | +69.4% | 0.00% | +50.0% |
| Q4 2020 | $699,000 | +25.9% | 29,432 | -3.0% | 0.00% | 0.0% |
| Q3 2020 | $555,000 | -0.2% | 30,332 | -4.1% | 0.00% | 0.0% |
| Q2 2020 | $556,000 | +10.1% | 31,630 | -10.8% | 0.00% | 0.0% |
| Q1 2020 | $505,000 | – | 35,446 | – | 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% |