FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 133 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $359,840 | +7.0% | 12,746 | +7.3% | 0.01% | 0.0% |
| Q2 2023 | $336,258 | +7.0% | 11,878 | +0.7% | 0.01% | 0.0% |
| Q1 2023 | $314,391 | +19.2% | 11,797 | +16.5% | 0.01% | +16.7% |
| Q4 2022 | $263,691 | +15.1% | 10,123 | +2.5% | 0.01% | 0.0% |
| Q3 2022 | $229,000 | +0.9% | 9,877 | +4.0% | 0.01% | +20.0% |
| Q2 2022 | $227,000 | -1.7% | 9,500 | +14.9% | 0.01% | 0.0% |
| Q1 2022 | $231,000 | +3.1% | 8,270 | +11.8% | 0.01% | 0.0% |
| Q4 2021 | $224,000 | -5.5% | 7,394 | -11.7% | 0.01% | 0.0% |
| Q3 2021 | $237,000 | -8.1% | 8,376 | -5.6% | 0.01% | -16.7% |
| Q2 2021 | $258,000 | – | 8,872 | – | 0.01% | – |
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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% |