FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 1 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,143 | +557.6% | 146,752 | +559.3% | 0.43% | +588.9% |
| Q2 2023 | $630 | -2.9% | 22,259 | -8.5% | 0.06% | -24.1% |
| Q1 2023 | $649 | -6.3% | 24,340 | -8.5% | 0.08% | -8.8% |
| Q4 2022 | $693 | -100.0% | 26,610 | -73.5% | 0.09% | -68.7% |
| Q3 2022 | $2,324,000 | -33.1% | 100,480 | -30.9% | 0.29% | -30.0% |
| Q2 2022 | $3,475,000 | -15.9% | 145,507 | -1.9% | 0.42% | +4.5% |
| Q1 2022 | $4,134,000 | +1141.4% | 148,340 | +1248.5% | 0.40% | +1143.8% |
| Q4 2021 | $333,000 | – | 11,000 | – | 0.03% | – |
Download | ||||||
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% |