FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 23 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $895,417 | +20.4% | 31,718 | +20.8% | 0.00% | 0.0% |
| Q2 2023 | $743,497 | +128089.1% | 26,262 | +20.5% | 0.00% | +50.0% |
| Q1 2023 | $580 | +2.3% | 21,789 | +0.0% | 0.00% | -33.3% |
| Q4 2022 | $567 | -99.9% | 21,780 | +0.2% | 0.00% | 0.0% |
| Q3 2022 | $502,000 | -4.6% | 21,738 | -1.5% | 0.00% | 0.0% |
| Q2 2022 | $526,000 | +20.4% | 22,061 | +40.6% | 0.00% | +50.0% |
| Q1 2022 | $437,000 | +105.2% | 15,686 | +122.8% | 0.00% | +100.0% |
| Q4 2021 | $213,000 | +267.2% | 7,039 | +238.4% | 0.00% | – |
| Q3 2021 | $58,000 | -3.3% | 2,080 | +0.3% | 0.00% | – |
| Q2 2021 | $60,000 | +3.4% | 2,074 | +0.3% | 0.00% | – |
| Q1 2021 | $58,000 | – | 2,068 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ergawealth Advisors, Inc. | 259,769 | $7,333,279 | 5.06% |
| TrueWealth Advisors, LLC | 298,560 | $8,428,350 | 3.56% |
| Kolinsky Wealth Management, LLC | 122,709 | $3,464,080 | 3.44% |
| Owen LaRue, LLC | 88,237 | $2,490,943 | 2.74% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 142,110 | $4,011,780 | 2.23% |
| SignalPoint Asset Management, LLC | 140,122 | $3,955,644 | 1.26% |
| TAP Consulting, LLC | 166,097 | $4,688,908 | 1.21% |
| PSI Advisors, LLC | 98,170 | $2,771,344 | 1.20% |
| Per Stirling Capital Management, LLC. | 197,827 | $5,584,642 | 1.16% |
| CHIRON CAPITAL MANAGEMENT, LLC | 46,505 | $1,312,836 | 1.13% |