FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 153 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $284,327 | -9.4% | 10,072 | -9.1% | 0.14% | -6.2% |
| Q2 2023 | $313,760 | -17.7% | 11,083 | -22.5% | 0.14% | -29.6% |
| Q1 2023 | $381,036 | -16.8% | 14,297 | -18.7% | 0.21% | -29.0% |
| Q4 2022 | $458,209 | +23.2% | 17,590 | +9.3% | 0.29% | +25.0% |
| Q3 2022 | $372,000 | +0.8% | 16,089 | +3.9% | 0.23% | +6.9% |
| Q2 2022 | $369,000 | -12.1% | 15,489 | +2.6% | 0.22% | +19.9% |
| Q1 2022 | $420,000 | +4.5% | 15,091 | +13.6% | 0.18% | +19.1% |
| Q4 2021 | $402,000 | – | 13,281 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ergawealth Advisors, Inc. | 225,369 | $6,006,249 | 4.89% |
| Kolinsky Wealth Management, LLC | 126,659 | $3,376 | 3.58% |
| CASTLE WEALTH MANAGEMENT LLC | 167,879 | $4,474,092 | 3.46% |
| TrueWealth Advisors, LLC | 292,485 | $7,794,934 | 3.27% |
| Smart Portfolios, LLC | 46,788 | $1,246,939 | 2.20% |
| Owen LaRue, LLC | 71,842 | $1,900,930 | 2.06% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 131,656 | $3,508,719 | 1.95% |
| Crumly & Associates Inc. | 131,884 | $3,514,797 | 1.53% |
| TAP Consulting, LLC | 177,207 | $4,722,678 | 1.16% |
| Harvest Investment Services, LLC | 53,987 | $1,438,798 | 1.11% |