FIRST TR EXCHANGE-TRADED FD's ticker is RDVY and the CUSIP is 33738R506. A total of 5 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,096,102 | -2.7% | 67,386 | -0.3% | 0.90% | -0.9% |
| Q2 2023 | $3,183,555 | +2.4% | 67,591 | -2.4% | 0.91% | -4.9% |
| Q1 2023 | $3,107,522 | +1.3% | 69,255 | -0.9% | 0.96% | +2.7% |
| Q4 2022 | $3,068,548 | +7.0% | 69,864 | -5.2% | 0.93% | 0.0% |
| Q3 2022 | $2,869,000 | -3.5% | 73,715 | +1.4% | 0.93% | -5.3% |
| Q2 2022 | $2,973,000 | -15.2% | 72,664 | +1.6% | 0.98% | -1.9% |
| Q1 2022 | $3,504,000 | -2.7% | 71,527 | +2.8% | 1.00% | -3.6% |
| Q4 2021 | $3,603,000 | +10.7% | 69,580 | +1.5% | 1.04% | +4.5% |
| Q3 2021 | $3,255,000 | +2.9% | 68,580 | +4.2% | 0.99% | -4.2% |
| Q2 2021 | $3,162,000 | +24.0% | 65,839 | +17.4% | 1.04% | +14.6% |
| Q1 2021 | $2,550,000 | – | 56,073 | – | 0.90% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ODonnell Financial Services, LLC | 661,717 | $31,412,000 | 15.10% |
| Ascension Capital Advisors, Inc. | 347,096 | $16,477,000 | 10.76% |
| FundX Investment Group, LLC | 463,278 | $21,992,000 | 10.39% |
| Fortress Wealth Group, LLC | 231,472 | $10,988,000 | 9.51% |
| Echo Wealth Management, LLC | 146,812 | $7,160,000 | 8.48% |
| Eldridge Investment Advisors, Inc. | 380,958 | $18,084,000 | 6.44% |
| Legacy Capital Wealth Partners, LLC | 3,340,126 | $16,426,000 | 6.42% |
| Ten Capital Wealth Advisors, LLC | 269,714 | $12,803,000 | 5.99% |
| AFFINITY WEALTH MANAGEMENT LLC | 547,082 | $26,063,000 | 5.12% |
| Financial Partners Group, Inc | 419,626 | $19,920,000 | 4.69% |