Financial Advocates Investment Management - FIRST TR EXCHANGE-TRADED FD ownership

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FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 51 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

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Quarter-by-quarter ownership
Financial Advocates Investment Management ownership history of FIRST TR EXCHANGE-TRADED FD
ValueSharesWeighting
Q3 2023$2,542,350
-3.4%
90,059
-3.2%
0.18%
-2.7%
Q2 2023$2,632,646
+13.7%
92,995
+7.1%
0.19%
+13.3%
Q1 2023$2,314,475
+5.1%
86,845
+2.7%
0.17%
+1.2%
Q4 2022$2,202,084
+17.1%
84,533
+4.0%
0.16%
+5.8%
Q3 2022$1,880,000
-1.9%
81,273
+1.3%
0.16%
-0.6%
Q2 2022$1,917,000
-13.6%
80,261
+0.8%
0.16%
+6.8%
Q1 2022$2,220,000
-3.6%
79,639
+4.9%
0.15%
+0.7%
Q4 2021$2,302,000
+17.7%
75,955
+9.8%
0.14%
+9.8%
Q3 2021$1,956,000
+35.1%
69,183
+39.0%
0.13%
+36.1%
Q2 2021$1,448,000
+13.2%
49,768
+10.5%
0.10%
+6.6%
Q1 2021$1,279,000
+31.0%
45,041
+9.6%
0.09%
+35.8%
Q4 2020$976,000
+40.8%
41,098
+8.4%
0.07%
+13.6%
Q3 2020$693,000
-1.7%
37,910
-5.5%
0.06%
-11.9%
Q2 2020$705,000
+45.7%
40,130
+18.0%
0.07%
-2.9%
Q1 2020$484,000
+4.3%
34,005
+58.7%
0.07%
+40.8%
Q4 2019$464,000–21,430–0.05%–
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Other shareholders
FIRST TR EXCHANGE-TRADED FD shareholders Q3 2021
NameSharesValueWeighting ↓
Ergawealth Advisors, Inc. 254,200$7,196,3994.93%
TrueWealth Advisors, LLC 299,605$8,481,8193.48%
Kolinsky Wealth Management, LLC 126,877$3,580,4573.40%
CASTLE WEALTH MANAGEMENT LLC 136,265$3,857,6502.69%
Owen LaRue, LLC 84,516$2,410,4092.53%
FSB PREMIER WEALTH MANAGEMENT, INC. 124,166$3,515,1371.91%
TAP Consulting, LLC 173,656$4,916,1981.21%
Per Stirling Capital Management, LLC. 205,139$5,807,4871.18%
PSI Advisors, LLC 90,293$2,556,2201.12%
CHIRON CAPITAL MANAGEMENT, LLC 48,355$1,368,9301.08%
View complete list of FIRST TR EXCHANGE-TRADED FD shareholders