FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 145 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,368,094 | +13.2% | 48,462 | +13.5% | 0.05% | +4.3% |
| Q2 2023 | $1,208,513 | +5.9% | 42,689 | -0.3% | 0.05% | -2.1% |
| Q1 2023 | $1,140,657 | +14.3% | 42,800 | +11.7% | 0.05% | +11.6% |
| Q4 2022 | $998,297 | +18.6% | 38,322 | +5.2% | 0.04% | +7.5% |
| Q3 2022 | $842,000 | -14.5% | 36,425 | -11.7% | 0.04% | -14.9% |
| Q2 2022 | $985,000 | +44.2% | 41,247 | +83.1% | 0.05% | +67.9% |
| Q4 2021 | $683,000 | – | 22,526 | – | 0.03% | – |
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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% |