FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 303 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,657,698 | +1.3% | 45,692 | -2.8% | 0.05% | -3.8% |
| Q1 2024 | $1,636,353 | +413.7% | 46,995 | +383.4% | 0.05% | +372.7% |
| Q4 2023 | $318,544 | +16.2% | 9,721 | +0.1% | 0.01% | 0.0% |
| Q3 2023 | $274,089 | +1.2% | 9,709 | +1.5% | 0.01% | +10.0% |
| Q2 2023 | $270,917 | -13.5% | 9,570 | -18.6% | 0.01% | -23.1% |
| Q1 2023 | $313,155 | -6.5% | 11,750 | -8.6% | 0.01% | -13.3% |
| Q4 2022 | $334,861 | +24.5% | 12,855 | +10.7% | 0.02% | +7.1% |
| Q3 2022 | $269,000 | -2.2% | 11,613 | +0.9% | 0.01% | -22.2% |
| Q2 2022 | $275,000 | -15.1% | 11,505 | -1.0% | 0.02% | 0.0% |
| Q1 2022 | $324,000 | +25.1% | 11,626 | +35.8% | 0.02% | +28.6% |
| Q4 2021 | $259,000 | – | 8,559 | – | 0.01% | – |
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% |