FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 10 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| 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% |