Root Financial Partners, LLC - FIRST TR EXCHANGE-TRADED FD ownership

FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 176 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Root Financial Partners, LLC ownership history of FIRST TR EXCHANGE-TRADED FD
ValueSharesWeighting
Q3 2023$1,191,857
+1.6%
42,220
+1.8%
0.63%
-9.7%
Q2 2023$1,173,632
-4.8%
41,456
-10.4%
0.70%
-20.6%
Q1 2023$1,233,06346,2680.88%
Other shareholders
FIRST TR EXCHANGE-TRADED FD shareholders Q3 2023
NameSharesValueWeighting ↓
Kolinsky Wealth Management, LLC 122,988$2,845,0003.56%
Prostatis Group LLC 120,832$2,794,8403.22%
TrueWealth Advisors, LLC 266,376$6,161,0002.92%
CASTLE WEALTH MANAGEMENT LLC 142,995$3,307,0002.01%
Crumly & Associates Inc. 194,204$4,492,0001.85%
Aprio Wealth Management, LLC 186,387$4,311,0001.73%
Harvest Investment Services, LLC 47,158$1,090,0001.34%
FSB PREMIER WEALTH MANAGEMENT, INC. 84,542$1,955,0001.14%
Cherry Creek Investment Advisors, Inc. 42,566$985,0000.82%
Altus Wealth Group LLC 28,088$794,0000.79%
View complete list of FIRST TR EXCHANGE-TRADED FD shareholders