FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 153 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,964,584 | -0.9% | 175,862 | -0.6% | 0.05% | -2.0% |
| Q2 2023 | $5,010,700 | -32.6% | 176,994 | -36.5% | 0.05% | -38.3% |
| Q1 2023 | $7,428,812 | +50.5% | 278,747 | +47.1% | 0.08% | +84.1% |
| Q4 2022 | $4,937,230 | -99.9% | 189,529 | -68.0% | 0.04% | -39.7% |
| Q3 2022 | $6,859,853,000 | +98178.7% | 592,578 | +102.7% | 0.07% | +1.4% |
| Q2 2022 | $6,980,000 | -42.6% | 292,294 | -33.0% | 0.07% | -43.3% |
| Q1 2022 | $12,164,000 | +82.2% | 436,439 | +98.2% | 0.13% | +86.8% |
| Q4 2021 | $6,675,000 | +46.9% | 220,253 | +37.1% | 0.07% | +51.1% |
| Q3 2021 | $4,543,000 | +304.5% | 160,693 | +316.2% | 0.04% | +246.2% |
| Q2 2021 | $1,123,000 | – | 38,610 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ergawealth Advisors, Inc. | 225,369 | $6,006,249 | 4.89% |
| Kolinsky Wealth Management, LLC | 126,659 | $3,376 | 3.58% |
| CASTLE WEALTH MANAGEMENT LLC | 167,879 | $4,474,092 | 3.46% |
| TrueWealth Advisors, LLC | 292,485 | $7,794,934 | 3.27% |
| Smart Portfolios, LLC | 46,788 | $1,246,939 | 2.20% |
| Owen LaRue, LLC | 71,842 | $1,900,930 | 2.06% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 131,656 | $3,508,719 | 1.95% |
| Crumly & Associates Inc. | 131,884 | $3,514,797 | 1.53% |
| TAP Consulting, LLC | 177,207 | $4,722,678 | 1.16% |
| Harvest Investment Services, LLC | 53,987 | $1,438,798 | 1.11% |