FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 145 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $169,002 | -26.3% | 6,152 | -24.1% | 0.01% | -18.2% |
| Q2 2023 | $229,449 | +8.2% | 8,105 | -2.8% | 0.01% | 0.0% |
| Q1 2023 | $212,091 | +5.3% | 8,340 | +7.8% | 0.01% | -21.4% |
| Q4 2022 | $201,463 | -10.9% | 7,734 | -11.3% | 0.01% | -17.6% |
| Q3 2022 | $226,000 | +47.7% | 8,723 | +36.4% | 0.02% | +41.7% |
| Q2 2022 | $153,000 | -21.1% | 6,396 | -16.3% | 0.01% | -20.0% |
| Q1 2022 | $194,000 | – | 7,642 | – | 0.02% | – |
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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% |