FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 176 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,464,080 | -3.3% | 122,709 | -3.3% | 3.44% | +1.2% |
| Q2 2023 | $3,580,457 | +105956.2% | 126,877 | +0.2% | 3.40% | -5.2% |
| Q1 2023 | $3,376 | +5.7% | 126,659 | +3.3% | 3.58% | -1.7% |
| Q4 2022 | $3,194 | -99.9% | 122,597 | -0.3% | 3.64% | +2.2% |
| Q3 2022 | $2,845,000 | -5.1% | 122,988 | -2.1% | 3.56% | +0.6% |
| Q2 2022 | $2,999,000 | -17.4% | 125,571 | -3.6% | 3.54% | -0.5% |
| Q1 2022 | $3,629,000 | +137.7% | 130,197 | +158.4% | 3.56% | +152.2% |
| Q4 2021 | $1,527,000 | – | 50,377 | – | 1.41% | – |
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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% |