FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 42 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,141,842 | -20.0% | 182,141 | -19.8% | 0.03% | -20.5% |
| Q2 2023 | $6,426,994 | +7.0% | 227,022 | +0.7% | 0.04% | 0.0% |
| Q1 2023 | $6,006,108 | +423.7% | 225,364 | +411.9% | 0.04% | +387.5% |
| Q4 2022 | $1,146,935 | -18.8% | 44,028 | -27.9% | 0.01% | -27.3% |
| Q3 2022 | $1,412,000 | -56.5% | 61,046 | -55.1% | 0.01% | -57.7% |
| Q2 2022 | $3,248,000 | -76.4% | 136,024 | -72.4% | 0.03% | -72.3% |
| Q1 2022 | $13,760,000 | +3176.2% | 493,727 | +3466.1% | 0.09% | +3033.3% |
| Q4 2021 | $420,000 | +28.4% | 13,845 | +19.5% | 0.00% | 0.0% |
| Q3 2021 | $327,000 | +22.0% | 11,581 | +25.7% | 0.00% | +50.0% |
| Q2 2021 | $268,000 | – | 9,212 | – | 0.00% | – |
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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% |