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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $687,868 | +22.5% | 24,367 | +22.8% | 0.05% | +3.9% |
| Q2 2023 | $561,531 | +6.2% | 19,835 | +0.0% | 0.05% | +50.0% |
| Q1 2023 | $528,520 | -56.5% | 19,831 | -57.5% | 0.03% | -72.1% |
| Q4 2022 | $1,216,115 | -24.4% | 46,684 | -32.9% | 0.12% | +96.8% |
| Q3 2022 | $1,609,000 | -11.5% | 69,588 | -8.6% | 0.06% | -75.3% |
| Q2 2022 | $1,818,000 | -52.0% | 76,117 | -43.9% | 0.25% | -38.3% |
| Q1 2022 | $3,784,000 | +17.4% | 135,774 | +27.6% | 0.41% | +21.9% |
| Q4 2021 | $3,224,000 | +18.4% | 106,385 | +15.3% | 0.33% | -3.2% |
| Q3 2021 | $2,723,000 | – | 92,259 | – | 0.34% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ergawealth Advisors, Inc. | 225,369 | $6,006,249 | 4.89% |
| Kolinsky Wealth Management, LLC | 126,659 | $3,376 | 3.58% |
| CASTLE WEALTH MANAGEMENT LLC | 167,879 | $4,474,092 | 3.46% |
| TrueWealth Advisors, LLC | 292,485 | $7,794,934 | 3.27% |
| Smart Portfolios, LLC | 46,788 | $1,246,939 | 2.20% |
| Owen LaRue, LLC | 71,842 | $1,900,930 | 2.06% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 131,656 | $3,508,719 | 1.95% |
| Crumly & Associates Inc. | 131,884 | $3,514,797 | 1.53% |
| TAP Consulting, LLC | 177,207 | $4,722,678 | 1.16% |
| Harvest Investment Services, LLC | 53,987 | $1,438,798 | 1.11% |