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 | $370,889 | +39.2% | 13,486 | +42.0% | 0.11% | +10.8% |
| Q2 2023 | $266,380 | +7.4% | 9,500 | 0.0% | 0.10% | 0.0% |
| Q1 2023 | $247,941 | -8.4% | 9,500 | -8.1% | 0.10% | -9.7% |
| Q4 2022 | $270,655 | +10.0% | 10,335 | 0.0% | 0.11% | -42.3% |
| Q3 2022 | $246,000 | -3.1% | 10,335 | 0.0% | 0.20% | -6.2% |
| Q2 2022 | $254,000 | -13.3% | 10,335 | -4.6% | 0.21% | +6.6% |
| Q1 2022 | $293,000 | +6.5% | 10,835 | +18.2% | 0.20% | +9.5% |
| Q4 2021 | $275,000 | – | 9,165 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ergawealth Advisors, Inc. | 225,369 | $6,006,249 | 4.89% |
| Kolinsky Wealth Management, LLC | 126,659 | $3,376 | 3.58% |
| CASTLE WEALTH MANAGEMENT LLC | 167,879 | $4,474,092 | 3.46% |
| TrueWealth Advisors, LLC | 292,485 | $7,794,934 | 3.27% |
| Smart Portfolios, LLC | 46,788 | $1,246,939 | 2.20% |
| Owen LaRue, LLC | 71,842 | $1,900,930 | 2.06% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 131,656 | $3,508,719 | 1.95% |
| Crumly & Associates Inc. | 131,884 | $3,514,797 | 1.53% |
| TAP Consulting, LLC | 177,207 | $4,722,678 | 1.16% |
| Harvest Investment Services, LLC | 53,987 | $1,438,798 | 1.11% |