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 | ||||
|---|---|---|---|---|---|---|
| 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. | 3,364,056 | $158,447,051 | 17.97% |
| Ascension Capital Advisors, Inc. | 461,682 | $21,745,222 | 13.93% |
| Solano Wealth Management, Inc. | 302,669 | $14,255,736 | 9.69% |
| ABLE Financial Group, LLC | 336,026 | $15,826,819 | 8.19% |
| Legacy Capital Wealth Partners, LLC | 192,609 | $9,071,789 | 7.54% |
| Ten Capital Wealth Advisors, LLC | 474,622 | $22,354 | 6.49% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 142,928 | $6,731,911 | 6.17% |
| Sanchez Wealth Management Group | 313,164 | $14,750,047 | 5.97% |
| Concorde Asset Management, LLC | 136,962 | $6,450,932 | 5.95% |
| SHELTON WEALTH MANAGEMENT, LLC | 152,429 | $7,179,394 | 5.56% |