FIRST TR EXCHANGE-TRADED FD's ticker is RDVY and the CUSIP is 33738R506. A total of 432 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,109,221 | +0.6% | 176,479 | +3.1% | 0.15% | +7.9% |
| Q2 2023 | $8,063,375 | +6.6% | 171,197 | +1.5% | 0.14% | -9.7% |
| Q1 2023 | $7,565,974 | +12.4% | 168,620 | +10.0% | 0.16% | +5.4% |
| Q4 2022 | $6,731,129 | +33.2% | 153,259 | +17.9% | 0.15% | +26.7% |
| Q3 2022 | $5,054,000 | +291.2% | 129,978 | +311.5% | 0.12% | +314.3% |
| Q2 2022 | $1,292,000 | -16.9% | 31,585 | -0.4% | 0.03% | 0.0% |
| Q1 2022 | $1,554,000 | +8.0% | 31,718 | +14.2% | 0.03% | +12.0% |
| Q4 2021 | $1,439,000 | – | 27,781 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Advance Capital Management, Inc. | 3,875,410 | $189,895,000 | 23.08% |
| Ascension Capital Advisors, Inc. | 472,334 | $23,144,000 | 18.65% |
| ODonnell Financial Services, LLC | 787,244 | $38,575,000 | 17.56% |
| Presidio Capital Management, LLC | 382,023 | $18,719,000 | 16.22% |
| Echo Wealth Management, LLC | 226,156 | $10,833,000 | 12.73% |
| Fortress Wealth Group, LLC | 292,155 | $14,316,000 | 11.07% |
| Sterling Manor Financial, LLC | 223,968 | $10,974,000 | 8.78% |
| Genesee Capital Advisors, LLC | 322,530 | $15,804,000 | 8.24% |
| PCG Wealth Advisors, LLC | 255,816 | $12,535,000 | 7.97% |
| Financial Partners Group, Inc | 665,275 | $32,598,000 | 7.05% |