FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 233 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $12,816,911 | -4.9% | 383,970 | -0.8% | 0.84% | -7.3% |
Q1 2024 | $13,480,246 | +12.7% | 387,141 | +6.0% | 0.91% | +5.2% |
Q4 2023 | $11,964,952 | +98.9% | 365,119 | +71.4% | 0.86% | +57.4% |
Q3 2023 | $6,014,849 | +2.4% | 213,066 | +2.7% | 0.55% | -4.9% |
Q2 2023 | $5,871,983 | +11.4% | 207,417 | +0.2% | 0.58% | -26.2% |
Q1 2023 | $5,270,164 | – | 206,998 | – | 0.78% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Ergawealth Advisors, Inc. | 213,213 | $5,554,189 | 5.03% |
Kolinsky Wealth Management, LLC | 122,597 | $3,194 | 3.64% |
TrueWealth Advisors, LLC | 265,111 | $6,906,139 | 3.02% |
CASTLE WEALTH MANAGEMENT LLC | 159,967 | $4,167,144 | 2.62% |
Smart Portfolios, LLC | 46,900 | $1,221,753 | 2.44% |
Owen LaRue, LLC | 71,842 | $1,900,930 | 2.06% |
Harvest Investment Services, LLC | 51,806 | $1,349,536 | 1.44% |
Crumly & Associates Inc. | 145,339 | $3,786,071 | 1.43% |
Summit Investment Advisory Services, LLC | 43,051 | $1,121,479 | 1.36% |
FSB PREMIER WEALTH MANAGEMENT, INC. | 86,326 | $2,248,802 | 1.23% |