STEPHENS INC /AR/ - FIRST TR EXCHANGE-TRADED FD ownership

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FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 143 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

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Quarter-by-quarter ownership
STEPHENS INC /AR/ ownership history of FIRST TR EXCHANGE-TRADED FD
ValueSharesWeighting
Q2 2024$493,156
+85.8%
14,774
+93.8%
0.01%
+100.0%
Q1 2024$265,433
-2.8%
7,623
-33.3%
0.00%
-33.3%
Q2 2022$273,000
-34.5%
11,435
-23.6%
0.01%
-14.3%
Q1 2022$417,000
-2.3%
14,972
+6.3%
0.01%
+16.7%
Q4 2021$427,000–14,090–0.01%–
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Other shareholders
FIRST TR EXCHANGE-TRADED FD shareholders Q3 2022
NameSharesValueWeighting ↓
Ergawealth Advisors, Inc. 254,200$7,196,3994.93%
TrueWealth Advisors, LLC 299,605$8,481,8193.48%
Kolinsky Wealth Management, LLC 126,877$3,580,4573.40%
CASTLE WEALTH MANAGEMENT LLC 136,265$3,857,6502.69%
Owen LaRue, LLC 84,516$2,410,4092.53%
FSB PREMIER WEALTH MANAGEMENT, INC. 124,166$3,515,1371.91%
TAP Consulting, LLC 173,656$4,916,1981.21%
Per Stirling Capital Management, LLC. 205,139$5,807,4871.18%
PSI Advisors, LLC 90,293$2,556,2201.12%
CHIRON CAPITAL MANAGEMENT, LLC 48,355$1,368,9301.08%
View complete list of FIRST TR EXCHANGE-TRADED FD shareholders