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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,872,556 | -7.3% | 66,332 | -7.0% | 0.12% | -1.6% |
| Q2 2023 | $2,019,403 | -15.9% | 71,332 | -20.8% | 0.12% | -20.6% |
| Q1 2023 | $2,401,358 | -13.7% | 90,105 | -15.7% | 0.16% | -20.9% |
| Q4 2022 | $2,783,081 | +133381.1% | 106,836 | +18.5% | 0.20% | +20.2% |
| Q3 2022 | $2,085 | +2.6% | 90,139 | +5.9% | 0.16% | +1.2% |
| Q2 2022 | $2,032 | -7.2% | 85,093 | +8.3% | 0.16% | +8.8% |
| Q1 2022 | $2,189 | +50.4% | 78,558 | +63.6% | 0.15% | +31.0% |
| Q4 2021 | $1,455 | – | 48,012 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ergawealth Advisors, Inc. | 254,200 | $7,196,399 | 4.93% |
| TrueWealth Advisors, LLC | 299,605 | $8,481,819 | 3.48% |
| Kolinsky Wealth Management, LLC | 126,877 | $3,580,457 | 3.40% |
| CASTLE WEALTH MANAGEMENT LLC | 136,265 | $3,857,650 | 2.69% |
| Owen LaRue, LLC | 84,516 | $2,410,409 | 2.53% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 124,166 | $3,515,137 | 1.91% |
| TAP Consulting, LLC | 173,656 | $4,916,198 | 1.21% |
| Per Stirling Capital Management, LLC. | 205,139 | $5,807,487 | 1.18% |
| PSI Advisors, LLC | 90,293 | $2,556,220 | 1.12% |
| CHIRON CAPITAL MANAGEMENT, LLC | 48,355 | $1,368,930 | 1.08% |