FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 88 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,398,757 | -0.0% | 49,549 | +0.2% | 0.94% | +4.1% |
| Q2 2023 | $1,399,322 | +60.4% | 49,429 | +51.0% | 0.91% | +31.6% |
| Q1 2023 | $872,125 | +1.5% | 32,724 | -0.8% | 0.69% | -11.7% |
| Q4 2022 | $859,176 | +13.9% | 32,982 | +1.2% | 0.78% | +12.2% |
| Q3 2022 | $754,000 | -3.3% | 32,597 | -0.2% | 0.70% | -0.1% |
| Q2 2022 | $780,000 | -11.4% | 32,650 | +3.4% | 0.70% | +14.5% |
| Q1 2022 | $880,000 | +2.4% | 31,563 | +11.3% | 0.61% | +13.0% |
| Q4 2021 | $859,000 | – | 28,356 | – | 0.54% | – |
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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% |