FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 176 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $726,009 | -2.9% | 25,718 | -2.6% | 0.46% | +0.4% |
| Q2 2023 | $747,329 | +6.0% | 26,398 | -0.2% | 0.46% | -3.4% |
| Q1 2023 | $705,195 | +6.2% | 26,461 | +3.8% | 0.48% | -5.8% |
| Q4 2022 | $663,936 | -16.4% | 25,487 | -9.3% | 0.50% | -36.1% |
| Q3 2022 | $794,000 | 0.0% | 28,088 | 0.0% | 0.79% | 0.0% |
| Q2 2022 | $794,000 | +1.5% | 28,088 | +0.1% | 0.79% | +23.1% |
| Q1 2022 | $782,000 | -7.9% | 28,046 | +0.1% | 0.64% | -8.4% |
| Q4 2021 | $849,000 | +6.9% | 28,021 | -0.2% | 0.70% | -11.3% |
| Q3 2021 | $794,000 | -4.6% | 28,088 | -1.8% | 0.79% | -3.0% |
| Q2 2021 | $832,000 | -1.2% | 28,601 | +1.3% | 0.81% | -2.9% |
| Q1 2021 | $842,000 | +40.1% | 28,239 | +11.5% | 0.84% | +45.6% |
| Q4 2020 | $601,000 | – | 25,322 | – | 0.58% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RiverTree Advisors, LLC | 258,866 | $7,318,000 | 5.00% |
| Altus Wealth Group LLC | 28,088 | $794,000 | 0.79% |
| MGO ONE SEVEN LLC | 92,259 | $2,723,000 | 0.34% |
| BREITER CAPITAL MANAGEMENT INC | 18,070 | $511,000 | 0.29% |
| Old Port Advisors | 16,681 | $479,000 | 0.17% |
| Wellington Shields & Co., LLC | 13,578 | $384,000 | 0.13% |
| Financial Advocates Investment Management | 69,183 | $1,956,000 | 0.13% |
| Insight Advisors, LLC/ PA | 14,355 | $436,000 | 0.13% |
| Elite Wealth Management, Inc. | 23,373 | $661,000 | 0.12% |
| Cetera Investment Advisers | 212,670 | $6,012,000 | 0.10% |