FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 166 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $11,395,896 | +78.8% | 341,398 | +86.5% | 0.03% | +68.4% |
| Q1 2024 | $6,373,973 | +122.8% | 183,054 | +109.7% | 0.02% | +90.0% |
| Q4 2023 | $2,861,242 | +219.5% | 87,312 | +175.3% | 0.01% | +233.3% |
| 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% | – |
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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% |