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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,223,733 | +3.5% | 66,619 | +7.9% | 0.05% | -1.9% |
| Q1 2024 | $2,149,313 | +7.2% | 61,726 | +0.9% | 0.05% | -10.0% |
| Q4 2023 | $2,005,250 | +46.6% | 61,192 | +26.3% | 0.06% | +22.4% |
| 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 | -7.4% | 41,247 | +8.1% | 0.05% | 0.0% |
| Q1 2022 | $1,063,501 | +55.7% | 38,159 | +69.4% | 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. | 213,213 | $5,554,189 | 5.03% |
| Kolinsky Wealth Management, LLC | 122,597 | $3,194 | 3.64% |
| TrueWealth Advisors, LLC | 265,111 | $6,906,139 | 3.02% |
| CASTLE WEALTH MANAGEMENT LLC | 159,967 | $4,167,144 | 2.62% |
| Smart Portfolios, LLC | 46,900 | $1,221,753 | 2.44% |
| Owen LaRue, LLC | 71,842 | $1,900,930 | 2.06% |
| Harvest Investment Services, LLC | 51,806 | $1,349,536 | 1.44% |
| Crumly & Associates Inc. | 145,339 | $3,786,071 | 1.43% |
| Summit Investment Advisory Services, LLC | 43,051 | $1,121,479 | 1.36% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 86,326 | $2,248,802 | 1.23% |