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 ↓ |
|---|---|---|---|
| Advance Capital Management, Inc. | 3,355,491 | $150,560,897 | 26.80% |
| Ascension Capital Advisors, Inc. | 462,971 | $20,773,509 | 16.04% |
| Solano Wealth Management, Inc. | 296,002 | $13,281,607 | 9.69% |
| ABLE Financial Group, LLC | 260,577 | $11,692,090 | 7.62% |
| Ten Capital Wealth Advisors, LLC | 489,812 | $21,977,845 | 7.15% |
| VitalStone Financial, LLC | 23,522 | $7,946 | 6.55% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 150,850 | $6,768,634 | 6.23% |
| Sanchez Wealth Management Group | 306,187 | $13,738,571 | 6.05% |
| SHELTON WEALTH MANAGEMENT, LLC | 157,674 | $7,074,823 | 5.74% |
| Concorde Asset Management, LLC | 103,269 | $4,633,680 | 5.49% |