FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 88 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,847 | +27.6% | 419,647 | +28.0% | 0.02% | +31.6% |
| Q2 2023 | $9,283 | +22.1% | 327,897 | +14.9% | 0.02% | +18.8% |
| Q1 2023 | $7,605 | -50.4% | 285,365 | -51.5% | 0.02% | -56.8% |
| Q4 2022 | $15,339 | -99.9% | 588,851 | -9.1% | 0.04% | -5.1% |
| Q3 2022 | $14,991,000 | -18.0% | 648,133 | -15.3% | 0.04% | -18.8% |
| Q2 2022 | $18,283,000 | -1.2% | 765,646 | +15.3% | 0.05% | +14.3% |
| Q1 2022 | $18,513,000 | +14.6% | 664,273 | +24.6% | 0.04% | +16.7% |
| Q4 2021 | $16,150,000 | +33.3% | 532,935 | +24.3% | 0.04% | +20.0% |
| Q3 2021 | $12,118,000 | +39.7% | 428,682 | +43.8% | 0.03% | +36.4% |
| Q2 2021 | $8,675,000 | +2444.0% | 298,172 | +2379.6% | 0.02% | +2100.0% |
| Q1 2021 | $341,000 | – | 12,025 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ergawealth Advisors, Inc. | 259,769 | $7,333,279 | 5.06% |
| TrueWealth Advisors, LLC | 298,560 | $8,428,350 | 3.56% |
| Kolinsky Wealth Management, LLC | 122,709 | $3,464,080 | 3.44% |
| Owen LaRue, LLC | 88,237 | $2,490,943 | 2.74% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 142,110 | $4,011,780 | 2.23% |
| SignalPoint Asset Management, LLC | 140,122 | $3,955,644 | 1.26% |
| TAP Consulting, LLC | 166,097 | $4,688,908 | 1.21% |
| PSI Advisors, LLC | 98,170 | $2,771,344 | 1.20% |
| Per Stirling Capital Management, LLC. | 197,827 | $5,584,642 | 1.16% |
| CHIRON CAPITAL MANAGEMENT, LLC | 46,505 | $1,312,836 | 1.13% |