FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 145 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,249,726 | +51001.8% | 504,772 | +51145.9% | 0.00% | – |
| Q2 2023 | $27,885 | +114.5% | 985 | +76.5% | 0.00% | – |
| Q3 2022 | $13,000 | -18.8% | 558 | -14.2% | 0.00% | – |
| Q2 2022 | $16,000 | +14.3% | 650 | +31.3% | 0.00% | – |
| Q1 2022 | $14,000 | +1300.0% | 495 | +1667.9% | 0.00% | – |
| Q2 2019 | $1,000 | -99.1% | 28 | -99.5% | 0.00% | – |
| Q1 2019 | $113,000 | +15.3% | 5,707 | +2.3% | 0.00% | – |
| Q4 2018 | $98,000 | +14.0% | 5,579 | +39.3% | 0.00% | – |
| Q3 2018 | $86,000 | +1128.6% | 4,004 | +1012.2% | 0.00% | – |
| Q2 2018 | $7,000 | – | 360 | – | 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% |