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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $69,676,451 | +62.3% | 2,468,171 | +62.7% | 0.02% | +66.7% |
Q2 2023 | $42,937,847 | +9.9% | 1,516,703 | +3.4% | 0.01% | +9.1% |
Q1 2023 | $39,086,577 | +37.4% | 1,466,624 | +34.3% | 0.01% | +22.2% |
Q4 2022 | $28,441,911 | +192.0% | 1,091,820 | +159.2% | 0.01% | +200.0% |
Q3 2022 | $9,741,000 | +139057.1% | 421,147 | +134451.8% | 0.00% | – |
Q2 2022 | $7,000 | -22.2% | 313 | +0.6% | 0.00% | – |
Q1 2022 | $9,000 | – | 311 | – | 0.00% | – |
Q4 2021 | $0 | – | 0 | -100.0% | 0.00% | – |
Q3 2021 | $0 | – | 1 | 0.0% | 0.00% | – |
Q2 2021 | $0 | – | 1 | 0.0% | 0.00% | – |
Q1 2021 | $0 | – | 1 | – | 0.00% | – |
Q4 2020 | $0 | – | 0 | -100.0% | 0.00% | – |
Q3 2020 | $0 | – | 1 | 0.0% | 0.00% | – |
Q2 2020 | $0 | – | 1 | 0.0% | 0.00% | – |
Q1 2020 | $0 | – | 1 | 0.0% | 0.00% | – |
Q4 2019 | $0 | – | 1 | 0.0% | 0.00% | – |
Q3 2019 | $0 | – | 1 | 0.0% | 0.00% | – |
Q2 2019 | $0 | – | 1 | 0.0% | 0.00% | – |
Q1 2019 | $0 | – | 1 | – | 0.00% | – |
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% |