FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 162 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $483,298 | -0.6% | 17,120 | -0.3% | 0.13% | -0.8% |
| Q2 2023 | $486,366 | -5.4% | 17,180 | -10.9% | 0.13% | -10.4% |
| Q1 2023 | $514,092 | +3.4% | 19,290 | +1.0% | 0.14% | -3.4% |
| Q4 2022 | $497,295 | +12.5% | 19,090 | 0.0% | 0.15% | +4.9% |
| Q3 2022 | $442,000 | -16.8% | 19,090 | -14.1% | 0.14% | -14.5% |
| Q2 2022 | $531,000 | -99.9% | 22,232 | +32.4% | 0.17% | +24.8% |
| Q1 2022 | $468,000,000 | -22.5% | 16,792 | -15.7% | 0.13% | -66.2% |
| Q4 2021 | $604,000,000 | – | 19,926 | – | 0.39% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ergawealth Advisors, Inc. | 254,200 | $7,196,399 | 4.93% |
| TrueWealth Advisors, LLC | 299,605 | $8,481,819 | 3.48% |
| Kolinsky Wealth Management, LLC | 126,877 | $3,580,457 | 3.40% |
| CASTLE WEALTH MANAGEMENT LLC | 136,265 | $3,857,650 | 2.69% |
| Owen LaRue, LLC | 84,516 | $2,410,409 | 2.53% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 124,166 | $3,515,137 | 1.91% |
| TAP Consulting, LLC | 173,656 | $4,916,198 | 1.21% |
| Per Stirling Capital Management, LLC. | 205,139 | $5,807,487 | 1.18% |
| PSI Advisors, LLC | 90,293 | $2,556,220 | 1.12% |
| CHIRON CAPITAL MANAGEMENT, LLC | 48,355 | $1,368,930 | 1.08% |