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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7,712,473 | +1.1% | 230,607 | +5.2% | 5.19% | -10.7% |
| Q1 2024 | $7,630,292 | +80.7% | 219,135 | +70.0% | 5.81% | +262.8% |
| Q4 2023 | $4,223,696 | +899.9% | 128,889 | +761.4% | 1.60% | +815.4% |
| Q3 2023 | $422,407 | +30.4% | 14,963 | +30.7% | 0.18% | +90.2% |
| Q2 2023 | $324,009 | -99.7% | 11,445 | +137.7% | 0.09% | -88.7% |
| Q1 2023 | $128,297,000 | +513088.0% | 4,814 | +333.7% | 0.82% | +3038.5% |
| Q3 2022 | $25,000 | -26.5% | 1,110 | -23.7% | 0.03% | +13.0% |
| Q2 2022 | $34,000 | – | 1,455 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ergawealth Advisors, Inc. | 213,213 | $5,554,189 | 5.03% |
| Kolinsky Wealth Management, LLC | 122,597 | $3,194 | 3.64% |
| TrueWealth Advisors, LLC | 265,111 | $6,906,139 | 3.02% |
| CASTLE WEALTH MANAGEMENT LLC | 159,967 | $4,167,144 | 2.62% |
| Smart Portfolios, LLC | 46,900 | $1,221,753 | 2.44% |
| Owen LaRue, LLC | 71,842 | $1,900,930 | 2.06% |
| Harvest Investment Services, LLC | 51,806 | $1,349,536 | 1.44% |
| Crumly & Associates Inc. | 145,339 | $3,786,071 | 1.43% |
| Summit Investment Advisory Services, LLC | 43,051 | $1,121,479 | 1.36% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 86,326 | $2,248,802 | 1.23% |