FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 133 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $295,045 | +10.1% | 11,326 | -2.4% | 0.10% | +531.2% |
| Q3 2022 | $268,000 | -3.6% | 11,607 | -0.2% | 0.02% | 0.0% |
| Q2 2022 | $278,000 | -16.0% | 11,629 | -2.1% | 0.02% | 0.0% |
| Q1 2022 | $331,000 | -82.2% | 11,877 | -80.7% | 0.02% | -82.6% |
| Q4 2021 | $1,863,000 | +19.5% | 61,475 | +11.5% | 0.09% | +5.7% |
| Q3 2021 | $1,559,000 | +7.1% | 55,142 | +10.2% | 0.09% | +8.8% |
| Q2 2021 | $1,456,000 | – | 50,031 | – | 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% |