FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 162 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $229,994 | -0.1% | 8,147 | +0.2% | 0.15% | +2.7% |
| Q2 2023 | $230,209 | -5.6% | 8,132 | -11.2% | 0.15% | -11.2% |
| Q1 2023 | $243,964 | +1.6% | 9,154 | -0.7% | 0.17% | -4.5% |
| Q4 2022 | $240,160 | -2.8% | 9,219 | -13.6% | 0.18% | -7.8% |
| Q3 2022 | $247,000 | -19.3% | 10,673 | -16.8% | 0.19% | -15.4% |
| Q2 2022 | $306,000 | -14.0% | 12,822 | +0.4% | 0.23% | -0.4% |
| Q1 2022 | $356,000 | +32.8% | 12,772 | +44.5% | 0.23% | +36.5% |
| Q4 2021 | $268,000 | – | 8,840 | – | 0.17% | – |
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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% |