FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 1 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,005,073 | +98.9% | 71,026 | +99.4% | 0.10% | +92.5% |
| Q2 2023 | $1,008,209 | -1.1% | 35,613 | -6.9% | 0.05% | -8.6% |
| Q1 2023 | $1,019,538 | +18.3% | 38,256 | +15.6% | 0.06% | +7.4% |
| Q4 2022 | $861,769 | +7.1% | 33,081 | -4.9% | 0.05% | -11.5% |
| Q3 2022 | $805,000 | +4.5% | 34,785 | +7.9% | 0.06% | -10.3% |
| Q2 2022 | $770,000 | -17.8% | 32,228 | -4.1% | 0.07% | -4.2% |
| Q1 2022 | $937,000 | – | 33,609 | – | 0.07% | – |
Download | ||||||
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% |