FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 178 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $672,674 | +35.8% | 20,152 | +41.6% | 0.33% | +27.0% |
Q1 2024 | $495,419 | +35.4% | 14,228 | +27.5% | 0.26% | +24.1% |
Q4 2023 | $365,812 | +3.1% | 11,163 | -11.1% | 0.21% | -2.8% |
Q3 2023 | $354,653 | -12.2% | 12,563 | -11.9% | 0.22% | -7.2% |
Q2 2023 | $403,786 | -4.9% | 14,263 | -10.5% | 0.24% | -11.3% |
Q1 2023 | $424,492 | -13.3% | 15,928 | -15.3% | 0.26% | -19.9% |
Q4 2022 | $489,688 | +13.1% | 18,798 | +0.4% | 0.33% | -15.6% |
Q3 2022 | $433,000 | -4.4% | 18,718 | -1.3% | 0.39% | -11.1% |
Q2 2022 | $453,000 | +8.4% | 18,958 | +26.5% | 0.44% | +33.6% |
Q1 2022 | $418,000 | – | 14,988 | – | 0.33% | – |
Download |
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% |
CEDRUS LLC | 65,714 | $1,855,106 | 1.32% |
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% |