FIRST TR EXCHANGE-TRADED FD's ticker is RDVY and the CUSIP is 33738R506. A total of 155 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,818,247 | -6.2% | 39,570 | -3.9% | 0.92% | -3.0% |
| Q2 2023 | $1,938,812 | +2.1% | 41,164 | -2.7% | 0.95% | -3.0% |
| Q1 2023 | $1,898,581 | +1.0% | 42,313 | -1.2% | 0.98% | -0.1% |
| Q4 2022 | $1,880,571 | +10.6% | 42,818 | -2.1% | 0.98% | +1.0% |
| Q3 2022 | $1,701,000 | -5.9% | 43,740 | -0.6% | 0.97% | -1.1% |
| Q2 2022 | $1,808,000 | -14.2% | 43,985 | +2.3% | 0.98% | -4.2% |
| Q1 2022 | $2,107,000 | +35.8% | 43,008 | +43.5% | 1.02% | +38.2% |
| Q4 2021 | $1,552,000 | +15.8% | 29,976 | +6.2% | 0.74% | +1.4% |
| Q3 2021 | $1,340,000 | -0.1% | 28,224 | +1.1% | 0.73% | +3.7% |
| Q2 2021 | $1,341,000 | +5.8% | 27,923 | +0.2% | 0.70% | -1.8% |
| Q1 2021 | $1,268,000 | +71.4% | 27,867 | +50.4% | 0.72% | +56.5% |
| Q4 2020 | $740,000 | – | 18,531 | – | 0.46% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Advance Capital Management, Inc. | 3,875,410 | $189,895,000 | 23.08% |
| Ascension Capital Advisors, Inc. | 472,334 | $23,144,000 | 18.65% |
| ODonnell Financial Services, LLC | 787,244 | $38,575,000 | 17.56% |
| Presidio Capital Management, LLC | 382,023 | $18,719,000 | 16.22% |
| Echo Wealth Management, LLC | 226,156 | $10,833,000 | 12.73% |
| Fortress Wealth Group, LLC | 292,155 | $14,316,000 | 11.07% |
| Sterling Manor Financial, LLC | 223,968 | $10,974,000 | 8.78% |
| Genesee Capital Advisors, LLC | 322,530 | $15,804,000 | 8.24% |
| PCG Wealth Advisors, LLC | 255,816 | $12,535,000 | 7.97% |
| Financial Partners Group, Inc | 665,275 | $32,598,000 | 7.05% |