FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 145 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
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. | 259,769 | $7,333,279 | 5.06% |
| TrueWealth Advisors, LLC | 298,560 | $8,428,350 | 3.56% |
| Kolinsky Wealth Management, LLC | 122,709 | $3,464,080 | 3.44% |
| Owen LaRue, LLC | 88,237 | $2,490,943 | 2.74% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 142,110 | $4,011,780 | 2.23% |
| SignalPoint Asset Management, LLC | 140,122 | $3,955,644 | 1.26% |
| TAP Consulting, LLC | 166,097 | $4,688,908 | 1.21% |
| PSI Advisors, LLC | 98,170 | $2,771,344 | 1.20% |
| Per Stirling Capital Management, LLC. | 197,827 | $5,584,642 | 1.16% |
| CHIRON CAPITAL MANAGEMENT, LLC | 46,505 | $1,312,836 | 1.13% |