FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 1 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,601,141 | +27.7% | 56,718 | +28.1% | 0.15% | +4.1% |
| Q2 2023 | $1,253,574 | +18.8% | 44,280 | +11.8% | 0.15% | +15.9% |
| Q1 2023 | $1,055,435 | +366.0% | 39,603 | +355.5% | 0.13% | +320.0% |
| Q4 2022 | $226,491 | -65.8% | 8,694 | -69.6% | 0.03% | -70.0% |
| Q3 2022 | $662,000 | +23.5% | 28,622 | +27.4% | 0.10% | +25.0% |
| Q2 2022 | $536,000 | – | 22,464 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ergawealth Advisors, Inc. | 225,369 | $6,006,249 | 4.89% |
| Kolinsky Wealth Management, LLC | 126,659 | $3,376 | 3.58% |
| CASTLE WEALTH MANAGEMENT LLC | 167,879 | $4,474,092 | 3.46% |
| TrueWealth Advisors, LLC | 292,485 | $7,794,934 | 3.27% |
| Smart Portfolios, LLC | 46,788 | $1,246,939 | 2.20% |
| Owen LaRue, LLC | 71,842 | $1,900,930 | 2.06% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 131,656 | $3,508,719 | 1.95% |
| Crumly & Associates Inc. | 131,884 | $3,514,797 | 1.53% |
| TAP Consulting, LLC | 177,207 | $4,722,678 | 1.16% |
| Harvest Investment Services, LLC | 53,987 | $1,438,798 | 1.11% |