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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,915,803 | -8.3% | 87,351 | -4.4% | 0.14% | -23.4% |
| Q1 2024 | $3,180,220 | +34.9% | 91,333 | +27.0% | 0.19% | +38.2% |
| Q4 2023 | $2,357,043 | +121.3% | 71,926 | +90.6% | 0.14% | +94.3% |
| Q3 2023 | $1,065,135 | -1.5% | 37,730 | -1.3% | 0.07% | -9.1% |
| Q2 2023 | $1,081,795 | +54.8% | 38,212 | +42.4% | 0.08% | +32.8% |
| Q4 2022 | $699,046 | +8.2% | 26,834 | -4.0% | 0.06% | -14.7% |
| Q3 2022 | $646,000 | -6.8% | 27,939 | -3.7% | 0.07% | +7.9% |
| Q2 2022 | $693,000 | -13.5% | 29,007 | +0.9% | 0.06% | -3.1% |
| Q1 2022 | $801,000 | – | 28,736 | – | 0.06% | – |
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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% |