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 | $698,256 | -5.6% | 15,196 | -0.8% | 0.37% | -6.1% |
| Q2 2023 | $739,868 | -13.4% | 15,315 | -19.6% | 0.39% | -19.0% |
| Q1 2023 | $854,639 | -7.4% | 19,047 | -4.1% | 0.48% | -13.4% |
| Q4 2022 | $923,397 | +14.9% | 19,858 | -0.1% | 0.56% | +5.3% |
| Q3 2022 | $804,000 | +6.2% | 19,874 | +8.4% | 0.53% | -1.5% |
| Q2 2022 | $757,000 | -13.7% | 18,338 | -3.7% | 0.54% | -11.8% |
| Q1 2022 | $877,000 | -5.1% | 19,044 | +2.1% | 0.61% | +2.9% |
| Q4 2021 | $924,000 | – | 18,650 | – | 0.59% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ascension Capital Advisors, Inc. | 341,552 | $16,408,000 | 10.31% |
| Fortress Wealth Group, LLC | 221,029 | $10,618,000 | 9.48% |
| Legacy Capital Wealth Partners, LLC | 278,179 | $13,364,000 | 7.20% |
| Eldridge Investment Advisors, Inc. | 408,428 | $19,621,000 | 7.10% |
| Echo Wealth Management, LLC | 105,934 | $5,099,000 | 6.51% |
| FIFTH THIRD SECURITIES, INC. | 347,785 | $16,708,000 | 6.00% |
| AFFINITY WEALTH MANAGEMENT LLC | 560,992 | $26,916,000 | 5.34% |
| FundX Investment Group, LLC | 500,336 | $48,811,000 | 5.07% |
| Sterling Manor Financial, LLC | 130,765 | $6,282,000 | 5.02% |
| Financial Partners Group, Inc | 390,066 | $18,739,000 | 4.83% |