FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 88 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $207,852 | -94.1% | 7,342 | -94.4% | 0.08% | -94.6% |
| Q1 2023 | $3,514,797 | -7.2% | 131,884 | -9.3% | 1.53% | +6.9% |
| Q4 2022 | $3,786,071 | -15.7% | 145,339 | -25.2% | 1.43% | -22.9% |
| Q3 2022 | $4,492,000 | -1.7% | 194,204 | +1.5% | 1.85% | -2.4% |
| Q2 2022 | $4,570,000 | -54.1% | 191,378 | -46.5% | 1.90% | -49.2% |
| Q1 2022 | $9,966,000 | -10.1% | 357,600 | -7.1% | 3.74% | -14.6% |
| Q4 2021 | $11,082,000 | – | 385,054 | – | 4.37% | – |
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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% |