Key Client Fiduciary Advisors, LLC - FIRST TR EXCHANGE-TRADED FD ownership

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
Key Client Fiduciary Advisors, LLC ownership history of FIRST TR EXCHANGE-TRADED FD
ValueSharesWeighting
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$418,00014,9880.33%
Other shareholders
FIRST TR EXCHANGE-TRADED FD shareholders Q3 2023
NameSharesValueWeighting ↓
Ergawealth Advisors, Inc. 259,769$7,333,2795.06%
TrueWealth Advisors, LLC 298,560$8,428,3503.56%
Kolinsky Wealth Management, LLC 122,709$3,464,0803.44%
Owen LaRue, LLC 88,237$2,490,9432.74%
FSB PREMIER WEALTH MANAGEMENT, INC. 142,110$4,011,7802.23%
CEDRUS LLC 65,714$1,855,1061.32%
SignalPoint Asset Management, LLC 140,122$3,955,6441.26%
TAP Consulting, LLC 166,097$4,688,9081.21%
PSI Advisors, LLC 98,170$2,771,3441.20%
Per Stirling Capital Management, LLC. 197,827$5,584,6421.16%
View complete list of FIRST TR EXCHANGE-TRADED FD shareholders