Perennial Investment Advisors, LLC - FIRST TR EXCHANGE-TRADED FD ownership

FIRST TR EXCHANGE-TRADED FD's ticker is RDVY and the CUSIP is 33738R506. A total of 432 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Perennial Investment Advisors, LLC ownership history of FIRST TR EXCHANGE-TRADED FD
ValueSharesWeighting
Q3 2023$706,643
-14.6%
15,379
-12.5%
0.13%
-12.3%
Q2 2023$827,898
-0.2%
17,577
-4.9%
0.15%
-5.2%
Q1 2023$829,453
+2.2%
18,487
+0.0%
0.15%
-53.3%
Q4 2022$811,629
+24.1%
18,481
+9.8%
0.33%
+11.1%
Q3 2022$654,000
+22.0%
16,826
+28.0%
0.30%
+42.1%
Q2 2022$536,000
+7.2%
13,144
+28.9%
0.21%
+32.3%
Q1 2022$500,000
-8.1%
10,201
-2.8%
0.16%
-7.1%
Q4 2021$544,000
+111.7%
10,493
+94.4%
0.17%
+86.8%
Q3 2021$257,000
+11.7%
5,398
+12.6%
0.09%
+8.3%
Q2 2021$230,0004,7930.08%
Other shareholders
FIRST TR EXCHANGE-TRADED FD shareholders Q3 2023
NameSharesValueWeighting ↓
Advance Capital Management, Inc. 3,364,056$158,447,05117.97%
Ascension Capital Advisors, Inc. 461,682$21,745,22213.93%
Solano Wealth Management, Inc. 302,669$14,255,7369.69%
ABLE Financial Group, LLC 336,026$15,826,8198.19%
Legacy Capital Wealth Partners, LLC 192,609$9,071,7897.54%
Ten Capital Wealth Advisors, LLC 474,622$22,3546.49%
COTTONWOOD CAPITAL ADVISORS, LLC 142,928$6,731,9116.17%
Sanchez Wealth Management Group 313,164$14,750,0475.97%
Concorde Asset Management, LLC 136,962$6,450,9325.95%
SHELTON WEALTH MANAGEMENT, LLC 152,429$7,179,3945.56%
View complete list of FIRST TR EXCHANGE-TRADED FD shareholders