COLUMBIA ADVISORY PARTNERS LLC - FIRST TR EXCHANGE-TRADED FD ownership

FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 176 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
COLUMBIA ADVISORY PARTNERS LLC ownership history of FIRST TR EXCHANGE-TRADED FD
ValueSharesWeighting
Q4 2022$230,490
-12.4%
8,848
-22.1%
0.22%
-31.5%
Q3 2022$263,000
-0.8%
11,363
+2.2%
0.32%
+5.9%
Q2 2022$265,000
+20.5%
11,113
+40.5%
0.30%
+37.1%
Q1 2022$220,0007,9110.22%
Other shareholders
FIRST TR EXCHANGE-TRADED FD shareholders Q3 2023
NameSharesValueWeighting ↓
Ergawealth Advisors, Inc. 259,769$7,333,2795.06%
TrueWealth Advisors, LLC 298,560$8,428,3503.56%
Kolinsky Wealth Management, LLC 122,709$3,464,0803.44%
Owen LaRue, LLC 88,237$2,490,9432.74%
FSB PREMIER WEALTH MANAGEMENT, INC. 142,110$4,011,7802.23%
SignalPoint Asset Management, LLC 140,122$3,955,6441.26%
TAP Consulting, LLC 166,097$4,688,9081.21%
PSI Advisors, LLC 98,170$2,771,3441.20%
Per Stirling Capital Management, LLC. 197,827$5,584,6421.16%
CHIRON CAPITAL MANAGEMENT, LLC 46,505$1,312,8361.13%
View complete list of FIRST TR EXCHANGE-TRADED FD shareholders