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 | $187,510 | -19.6% | 4,081 | -17.6% | 0.20% | -15.6% |
Q2 2023 | $233,172 | +2.8% | 4,951 | -2.0% | 0.23% | +0.4% |
Q1 2023 | $226,773 | -25.8% | 5,054 | -27.4% | 0.23% | -28.1% |
Q4 2022 | $305,815 | +12.8% | 6,963 | +0.0% | 0.32% | +5.6% |
Q3 2022 | $271,000 | -7.2% | 6,960 | -2.4% | 0.30% | -2.6% |
Q2 2022 | $292,000 | -14.6% | 7,130 | +2.3% | 0.31% | -0.3% |
Q1 2022 | $342,000 | +1.2% | 6,970 | +6.9% | 0.31% | +3.3% |
Q4 2021 | $338,000 | – | 6,520 | – | 0.30% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
ODonnell Financial Services, LLC | 661,717 | $31,412,000 | 15.10% |
Ascension Capital Advisors, Inc. | 347,096 | $16,477,000 | 10.76% |
FundX Investment Group, LLC | 463,278 | $21,992,000 | 10.39% |
Fortress Wealth Group, LLC | 231,472 | $10,988,000 | 9.51% |
Echo Wealth Management, LLC | 146,812 | $7,160,000 | 8.48% |
Eldridge Investment Advisors, Inc. | 380,958 | $18,084,000 | 6.44% |
Legacy Capital Wealth Partners, LLC | 3,340,126 | $16,426,000 | 6.42% |
Ten Capital Wealth Advisors, LLC | 269,714 | $12,803,000 | 5.99% |
AFFINITY WEALTH MANAGEMENT LLC | 547,082 | $26,063,000 | 5.12% |
Financial Partners Group, Inc | 419,626 | $19,920,000 | 4.69% |