FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 176 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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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% |