FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 133 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,312,836 | -4.1% | 46,505 | -3.8% | 1.13% | +4.2% |
| Q2 2023 | $1,368,930 | +9.4% | 48,355 | +3.0% | 1.08% | +24.6% |
| Q1 2023 | $1,251,437 | +13.6% | 46,957 | +11.0% | 0.87% | +13.6% |
| Q4 2022 | $1,101,707 | +10.3% | 42,292 | -2.1% | 0.77% | +14.2% |
| Q3 2022 | $999,000 | +21.2% | 43,205 | +25.1% | 0.67% | +29.0% |
| Q2 2022 | $824,000 | +5.8% | 34,526 | +23.5% | 0.52% | +5.9% |
| Q1 2022 | $779,000 | – | 27,951 | – | 0.49% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ergawealth Advisors, Inc. | 259,769 | $7,333,279 | 5.06% |
| TrueWealth Advisors, LLC | 298,560 | $8,428,350 | 3.56% |
| Kolinsky Wealth Management, LLC | 122,709 | $3,464,080 | 3.44% |
| Owen LaRue, LLC | 88,237 | $2,490,943 | 2.74% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 142,110 | $4,011,780 | 2.23% |
| SignalPoint Asset Management, LLC | 140,122 | $3,955,644 | 1.26% |
| TAP Consulting, LLC | 166,097 | $4,688,908 | 1.21% |
| PSI Advisors, LLC | 98,170 | $2,771,344 | 1.20% |
| Per Stirling Capital Management, LLC. | 197,827 | $5,584,642 | 1.16% |
| CHIRON CAPITAL MANAGEMENT, LLC | 46,505 | $1,312,836 | 1.13% |