Steward Partners Investment Advisory, LLC - FIRST TR EXCHANGE-TRADED FD ownership

FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 176 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of FIRST TR EXCHANGE-TRADED FD
ValueSharesWeighting
Q3 2023$6,166,307
-20.8%
218,431
-20.6%
0.10%
-18.8%
Q2 2023$7,783,438
+56.4%
274,936
+47.3%
0.12%
+46.2%
Q1 2023$4,975,952
-4.0%
186,710
-6.2%
0.08%
-9.1%
Q4 2022$5,182,700
+8.0%
198,952
-4.1%
0.09%
-2.2%
Q3 2022$4,801,000
+140.4%
207,559
+148.2%
0.09%
+143.2%
Q2 2022$1,997,000
-67.2%
83,640
-61.7%
0.04%
-60.6%
Q1 2022$6,083,000
+1188.8%
218,249
+1300.0%
0.09%
+1242.9%
Q4 2021$472,000
+649.2%
15,589
+597.2%
0.01%
+600.0%
Q3 2021$63,000
-99.9%
2,236
+11.8%
0.00%
Q1 2021$56,800,0002,0000.00%
Other shareholders
FIRST TR EXCHANGE-TRADED FD shareholders Q3 2023
NameSharesValueWeighting ↓
RiverTree Advisors, LLC 258,866$7,318,0005.00%
Altus Wealth Group LLC 28,088$794,0000.79%
MGO ONE SEVEN LLC 92,259$2,723,0000.34%
BREITER CAPITAL MANAGEMENT INC 18,070$511,0000.29%
Old Port Advisors 16,681$479,0000.17%
Wellington Shields & Co., LLC 13,578$384,0000.13%
Financial Advocates Investment Management 69,183$1,956,0000.13%
Insight Advisors, LLC/ PA 14,355$436,0000.13%
Elite Wealth Management, Inc. 23,373$661,0000.12%
Cetera Investment Advisers 212,670$6,012,0000.10%
View complete list of FIRST TR EXCHANGE-TRADED FD shareholders