FIRST TR EXCHANGE-TRADED FD's ticker is RDVY and the CUSIP is 33738R506. A total of 5 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $917,016 | -2.4% | 19,957 | +0.0% | 0.14% | +12.3% |
| Q2 2023 | $939,645 | -0.0% | 19,950 | -4.8% | 0.12% | -0.8% |
| Q1 2023 | $940,026 | +2.2% | 20,950 | 0.0% | 0.12% | -3.9% |
| Q4 2022 | $920,124 | +12.9% | 20,950 | 0.0% | 0.13% | -2.3% |
| Q3 2022 | $815,000 | +17.4% | 20,950 | +23.6% | 0.13% | +23.6% |
| Q2 2022 | $694,000 | +0.4% | 16,950 | +20.2% | 0.11% | +14.0% |
| Q1 2022 | $691,000 | -8.6% | 14,100 | -3.4% | 0.09% | -7.0% |
| Q4 2021 | $756,000 | +45.1% | 14,600 | +41.1% | 0.10% | +42.9% |
| Q3 2021 | $521,000 | +93.7% | 10,350 | +84.8% | 0.07% | +89.2% |
| Q2 2021 | $269,000 | – | 5,600 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ascension Capital Advisors, Inc. | 341,552 | $16,408,000 | 10.31% |
| Fortress Wealth Group, LLC | 221,029 | $10,618,000 | 9.48% |
| Legacy Capital Wealth Partners, LLC | 278,179 | $13,364,000 | 7.20% |
| Eldridge Investment Advisors, Inc. | 408,428 | $19,621,000 | 7.10% |
| Echo Wealth Management, LLC | 105,934 | $5,099,000 | 6.51% |
| FIFTH THIRD SECURITIES, INC. | 347,785 | $16,708,000 | 6.00% |
| AFFINITY WEALTH MANAGEMENT LLC | 560,992 | $26,916,000 | 5.34% |
| FundX Investment Group, LLC | 500,336 | $48,811,000 | 5.07% |
| Sterling Manor Financial, LLC | 130,765 | $6,282,000 | 5.02% |
| Financial Partners Group, Inc | 390,066 | $18,739,000 | 4.83% |