FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 233 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,482,586 | +8.0% | 194,205 | +12.7% | 0.24% | +0.4% |
| Q1 2024 | $6,002,725 | +20.4% | 172,393 | +13.3% | 0.24% | +8.6% |
| Q4 2023 | $4,986,254 | +148.7% | 152,158 | +114.2% | 0.22% | +117.6% |
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ergawealth Advisors, Inc. | 213,213 | $5,554,189 | 5.03% |
| Kolinsky Wealth Management, LLC | 122,597 | $3,194 | 3.64% |
| TrueWealth Advisors, LLC | 265,111 | $6,906,139 | 3.02% |
| CASTLE WEALTH MANAGEMENT LLC | 159,967 | $4,167,144 | 2.62% |
| Smart Portfolios, LLC | 46,900 | $1,221,753 | 2.44% |
| Owen LaRue, LLC | 71,842 | $1,900,930 | 2.06% |
| Harvest Investment Services, LLC | 51,806 | $1,349,536 | 1.44% |
| Crumly & Associates Inc. | 145,339 | $3,786,071 | 1.43% |
| Summit Investment Advisory Services, LLC | 43,051 | $1,121,479 | 1.36% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 86,326 | $2,248,802 | 1.23% |