FIRST TR EXCHANGE-TRADED FD's ticker is RDVY and the CUSIP is 33738R506. A total of 432 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $263,065 | -4.1% | 5,725 | -1.7% | 0.24% | -1.6% |
| Q2 2023 | $274,250 | +5.0% | 5,823 | +0.0% | 0.25% | +0.4% |
| Q1 2023 | $261,190 | +2.2% | 5,821 | +0.1% | 0.25% | +0.4% |
| Q4 2022 | $255,527 | +13.1% | 5,818 | 0.0% | 0.25% | +3.8% |
| Q3 2022 | $226,000 | -3.4% | 5,818 | +1.7% | 0.24% | +7.7% |
| Q2 2022 | $234,000 | -2.1% | 5,718 | +17.1% | 0.22% | +30.0% |
| Q1 2022 | $239,000 | -1.2% | 4,882 | +4.3% | 0.17% | +5.6% |
| Q4 2021 | $242,000 | +19.2% | 4,682 | +9.4% | 0.16% | -11.0% |
| Q3 2021 | $203,000 | – | 4,278 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Advance Capital Management, Inc. | 3,364,056 | $158,447,051 | 17.97% |
| Ascension Capital Advisors, Inc. | 461,682 | $21,745,222 | 13.93% |
| Solano Wealth Management, Inc. | 302,669 | $14,255,736 | 9.69% |
| ABLE Financial Group, LLC | 336,026 | $15,826,819 | 8.19% |
| Legacy Capital Wealth Partners, LLC | 192,609 | $9,071,789 | 7.54% |
| Ten Capital Wealth Advisors, LLC | 474,622 | $22,354 | 6.49% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 142,928 | $6,731,911 | 6.17% |
| Sanchez Wealth Management Group | 313,164 | $14,750,047 | 5.97% |
| Concorde Asset Management, LLC | 136,962 | $6,450,932 | 5.95% |
| SHELTON WEALTH MANAGEMENT, LLC | 152,429 | $7,179,394 | 5.56% |