FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 143 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,738,009 | -0.3% | 111,983 | +4.0% | 0.23% | +6.9% |
| Q1 2024 | $3,749,491 | +16.9% | 107,682 | +10.0% | 0.22% | +3.3% |
| Q4 2023 | $3,206,971 | +26.1% | 97,863 | +8.7% | 0.21% | +14.8% |
| 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
| 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% |