TrueWealth Advisors, LLC - FIRST TR EXCHANGE-TRADED FD ownership

FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 145 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
TrueWealth Advisors, LLC ownership history of FIRST TR EXCHANGE-TRADED FD
ValueSharesWeighting
Q3 2023$8,428,350
-0.6%
298,560
-0.3%
3.56%
+2.2%
Q2 2023$8,481,819
+8.8%
299,605
+2.4%
3.48%
+6.5%
Q1 2023$7,794,934
+12.9%
292,485
+10.3%
3.27%
+8.2%
Q4 2022$6,906,139
+12.1%
265,111
-0.5%
3.02%
+3.5%
Q3 2022$6,161,000
+3.2%
266,376
+6.6%
2.92%
+5.2%
Q2 2022$5,968,000249,9342.78%
Other shareholders
FIRST TR EXCHANGE-TRADED FD shareholders Q2 2022
NameSharesValueWeighting ↓
RiverTree Advisors, LLC 258,866$7,318,0005.00%
Altus Wealth Group LLC 28,088$794,0000.79%
MGO ONE SEVEN LLC 92,259$2,723,0000.34%
BREITER CAPITAL MANAGEMENT INC 18,070$511,0000.29%
Old Port Advisors 16,681$479,0000.17%
Wellington Shields & Co., LLC 13,578$384,0000.13%
Financial Advocates Investment Management 69,183$1,956,0000.13%
Insight Advisors, LLC/ PA 14,355$436,0000.13%
Elite Wealth Management, Inc. 23,373$661,0000.12%
Cetera Investment Advisers 212,670$6,012,0000.10%
View complete list of FIRST TR EXCHANGE-TRADED FD shareholders