FIRST TR EXCHANGE-TRADED FD's ticker is RDVY and the CUSIP is 33738R506. A total of 432 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,330,098 | -10.4% | 42,559 | -8.1% | 1.22% | -16.5% |
| Q1 2024 | $2,601,737 | +9.2% | 46,318 | +0.5% | 1.46% | -7.0% |
| Q4 2023 | $2,381,554 | -4.0% | 46,092 | -14.6% | 1.57% | -11.1% |
| Q3 2023 | $2,481,100 | -5.1% | 53,995 | -2.7% | 1.77% | +13.5% |
| Q2 2023 | $2,613,328 | +3.7% | 55,484 | -1.2% | 1.56% | -12.5% |
| Q1 2023 | $2,518,871 | – | 56,137 | – | 1.78% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Advance Capital Management, Inc. | 3,875,410 | $189,895,000 | 23.08% |
| Ascension Capital Advisors, Inc. | 472,334 | $23,144,000 | 18.65% |
| ODonnell Financial Services, LLC | 787,244 | $38,575,000 | 17.56% |
| Presidio Capital Management, LLC | 382,023 | $18,719,000 | 16.22% |
| Echo Wealth Management, LLC | 226,156 | $10,833,000 | 12.73% |
| FWG Holdings, LLC | 292,155 | $14,316,000 | 11.07% |
| Sterling Manor Financial, LLC | 223,968 | $10,974,000 | 8.78% |
| Genesee Capital Advisors, LLC | 322,530 | $15,804,000 | 8.24% |
| PCG Wealth Advisors, LLC | 255,816 | $12,535,000 | 7.97% |
| CEDRUS LLC | 161,819 | $7,929,138 | 7.15% |