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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $154,249 | +2.6% | 5,788 | +0.2% | 0.06% | -12.5% |
| Q4 2022 | $150,410 | +5.2% | 5,774 | +0.4% | 0.07% | -5.3% |
| Q3 2022 | $143,000 | +2.1% | 5,749 | +0.3% | 0.08% | -5.0% |
| Q2 2022 | $140,000 | +5.3% | 5,733 | +20.0% | 0.08% | +15.9% |
| Q1 2022 | $133,000 | +9.9% | 4,776 | +19.8% | 0.07% | +16.9% |
| Q4 2021 | $121,000 | +112.3% | 3,988 | +98.0% | 0.06% | +59.5% |
| Q3 2021 | $57,000 | -1.7% | 2,014 | +0.2% | 0.04% | -2.6% |
| Q2 2021 | $58,000 | +1.8% | 2,009 | +0.3% | 0.04% | -17.4% |
| Q1 2021 | $57,000 | – | 2,002 | – | 0.05% | – |
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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% |