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 ↓ |
|---|---|---|---|
| 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% |