FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 143 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $9,949,532 | +18.3% | 298,069 | +23.4% | 3.68% | +13.3% |
| Q1 2024 | $8,410,902 | -19.0% | 241,554 | -23.7% | 3.25% | -19.3% |
| Q4 2023 | $10,379,099 | +23.1% | 316,726 | +6.1% | 4.02% | +13.2% |
| 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 | $5,968,000 | – | 249,934 | – | 2.78% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ergawealth Advisors, Inc. | 213,213 | $5,554,189 | 5.03% |
| Kolinsky Wealth Management, LLC | 122,597 | $3,194 | 3.64% |
| TrueWealth Advisors, LLC | 265,111 | $6,906,139 | 3.02% |
| CASTLE WEALTH MANAGEMENT LLC | 159,967 | $4,167,144 | 2.62% |
| Smart Portfolios, LLC | 46,900 | $1,221,753 | 2.44% |
| Owen LaRue, LLC | 71,842 | $1,900,930 | 2.06% |
| Harvest Investment Services, LLC | 51,806 | $1,349,536 | 1.44% |
| Crumly & Associates Inc. | 145,339 | $3,786,071 | 1.43% |
| Summit Investment Advisory Services, LLC | 43,051 | $1,121,479 | 1.36% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 86,326 | $2,248,802 | 1.23% |