FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 1 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,033,218 | +59.6% | 178,293 | +60.0% | 0.42% | +58.0% |
Q2 2023 | $3,153,950 | -1.6% | 111,408 | -7.4% | 0.27% | -9.7% |
Q1 2023 | $3,205,776 | +13.9% | 120,289 | +11.3% | 0.30% | +3.5% |
Q4 2022 | $2,815,006 | -14.5% | 108,061 | -24.1% | 0.29% | +53.2% |
Q3 2022 | $3,291,000 | +14.8% | 142,365 | +18.8% | 0.19% | +13.9% |
Q2 2022 | $2,866,000 | -42.2% | 119,848 | -32.6% | 0.16% | -31.5% |
Q1 2022 | $4,958,000 | – | 177,862 | – | 0.24% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Ergawealth Advisors, Inc. | 225,369 | $6,006,249 | 4.89% |
Kolinsky Wealth Management, LLC | 126,659 | $3,376 | 3.58% |
CASTLE WEALTH MANAGEMENT LLC | 167,879 | $4,474,092 | 3.46% |
TrueWealth Advisors, LLC | 292,485 | $7,794,934 | 3.27% |
Smart Portfolios, LLC | 46,788 | $1,246,939 | 2.20% |
Owen LaRue, LLC | 71,842 | $1,900,930 | 2.06% |
FSB PREMIER WEALTH MANAGEMENT, INC. | 131,656 | $3,508,719 | 1.95% |
Crumly & Associates Inc. | 131,884 | $3,514,797 | 1.53% |
TAP Consulting, LLC | 177,207 | $4,722,678 | 1.16% |
Harvest Investment Services, LLC | 53,987 | $1,438,798 | 1.11% |