FIRST TR EXCHANGE-TRADED FD's ticker is RDVY and the CUSIP is 33738R506. A total of 427 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,075,821 | +12.4% | 20,821 | 0.0% | 0.78% | -8.7% |
| Q3 2023 | $956,725 | -2.4% | 20,821 | 0.0% | 0.85% | +5.1% |
| Q2 2023 | $980,669 | +5.0% | 20,821 | 0.0% | 0.81% | 0.0% |
| Q1 2023 | $934,238 | +2.2% | 20,821 | 0.0% | 0.81% | +2.0% |
| Q4 2022 | $914,458 | +12.9% | 20,821 | 0.0% | 0.79% | +8.9% |
| Q3 2022 | $810,000 | +3.8% | 20,821 | +9.2% | 0.73% | +3.7% |
| Q2 2022 | $780,000 | -16.5% | 19,071 | 0.0% | 0.70% | -6.3% |
| Q1 2022 | $934,000 | -13.4% | 19,071 | -8.4% | 0.75% | -20.6% |
| Q4 2021 | $1,078,000 | – | 20,821 | – | 0.94% | – |
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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% |