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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Advance Capital Management, Inc. | 3,355,491 | $150,560,897 | 26.80% |
| Ascension Capital Advisors, Inc. | 462,971 | $20,773,509 | 16.04% |
| Solano Wealth Management, Inc. | 296,002 | $13,281,607 | 9.69% |
| ABLE Financial Group, LLC | 260,577 | $11,692,090 | 7.62% |
| Ten Capital Wealth Advisors, LLC | 489,812 | $21,977,845 | 7.15% |
| VitalStone Financial, LLC | 23,522 | $7,946 | 6.55% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 150,850 | $6,768,634 | 6.23% |
| Sanchez Wealth Management Group | 306,187 | $13,738,571 | 6.05% |
| SHELTON WEALTH MANAGEMENT, LLC | 157,674 | $7,074,823 | 5.74% |
| Concorde Asset Management, LLC | 103,269 | $4,633,680 | 5.49% |