FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 143 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $5,682,539 | +14.4% | 170,238 | +19.4% | 1.80% | +0.2% |
Q1 2024 | $4,965,933 | +36.2% | 142,617 | +28.2% | 1.79% | +31.8% |
Q4 2023 | $3,645,617 | +31.5% | 111,249 | +13.3% | 1.36% | +13.4% |
Q3 2023 | $2,771,344 | +8.4% | 98,170 | +8.7% | 1.20% | +7.0% |
Q2 2023 | $2,556,220 | +40.7% | 90,293 | +32.5% | 1.12% | +27.9% |
Q1 2023 | $1,816,450 | +96.5% | 68,158 | +92.1% | 0.88% | +78.3% |
Q4 2022 | $924,381 | +38.2% | 35,485 | +22.7% | 0.49% | +40.2% |
Q3 2022 | $669,000 | +26.7% | 28,929 | +30.8% | 0.35% | +35.0% |
Q2 2022 | $528,000 | +1855.6% | 22,109 | +2162.9% | 0.26% | +2263.6% |
Q1 2022 | $27,000 | – | 977 | – | 0.01% | – |
Download |
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% |
CEDRUS LLC | 65,714 | $1,855,106 | 1.32% |
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% |