FIRST TR EXCHANGE-TRADED FD's ticker is RDVY and the CUSIP is 33738R506. A total of 432 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,720 | +87.0% | 37,437 | +91.7% | 0.36% | +79.5% |
| Q2 2023 | $920 | -25.7% | 19,532 | -29.2% | 0.20% | -35.1% |
| Q1 2023 | $1,238 | +0.6% | 27,588 | -1.6% | 0.31% | -4.9% |
| Q4 2022 | $1,231 | -99.9% | 28,038 | +6.3% | 0.32% | +13.3% |
| Q3 2022 | $1,026,000 | -3.5% | 26,386 | +1.5% | 0.29% | +4.0% |
| Q2 2022 | $1,063,000 | -15.0% | 25,986 | +1.9% | 0.28% | -37.4% |
| Q1 2022 | $1,250,000 | +16.7% | 25,506 | +23.3% | 0.44% | +77.0% |
| Q4 2021 | $1,071,000 | +34.4% | 20,683 | +23.2% | 0.25% | +20.4% |
| Q3 2021 | $797,000 | +19.7% | 16,786 | +21.0% | 0.21% | +17.7% |
| Q2 2021 | $666,000 | +94.2% | 13,873 | +84.0% | 0.18% | +92.3% |
| Q1 2021 | $343,000 | – | 7,539 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Advance Capital Management, Inc. | 3,875,410 | $189,895,000 | 23.08% |
| Ascension Capital Advisors, Inc. | 472,334 | $23,144,000 | 18.65% |
| ODonnell Financial Services, LLC | 787,244 | $38,575,000 | 17.56% |
| Presidio Capital Management, LLC | 382,023 | $18,719,000 | 16.22% |
| Echo Wealth Management, LLC | 226,156 | $10,833,000 | 12.73% |
| Fortress Wealth Group, LLC | 292,155 | $14,316,000 | 11.07% |
| Sterling Manor Financial, LLC | 223,968 | $10,974,000 | 8.78% |
| Genesee Capital Advisors, LLC | 322,530 | $15,804,000 | 8.24% |
| PCG Wealth Advisors, LLC | 255,816 | $12,535,000 | 7.97% |
| Financial Partners Group, Inc | 665,275 | $32,598,000 | 7.05% |