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 | $2,911,247 | +22.1% | 103,126 | +22.5% | 0.15% | +23.7% |
| Q2 2023 | $2,383,775 | -44.8% | 84,203 | -48.0% | 0.12% | -50.0% |
| Q1 2023 | $4,314,989 | +6.8% | 161,909 | +4.4% | 0.24% | -4.5% |
| Q4 2022 | $4,038,889 | +77.5% | 155,044 | +62.7% | 0.25% | +60.4% |
| Q3 2022 | $2,276,000 | 0.0% | 95,316 | 0.0% | 0.15% | 0.0% |
| Q2 2022 | $2,276,000 | -27.9% | 95,316 | -8.5% | 0.15% | -18.1% |
| Q4 2021 | $3,156,000 | +17.1% | 104,137 | +9.3% | 0.19% | +118.6% |
| Q3 2021 | $2,694,000 | +42.2% | 95,307 | +46.4% | 0.09% | +43.3% |
| Q2 2021 | $1,894,000 | +305.6% | 65,086 | +295.9% | 0.06% | +252.9% |
| Q1 2021 | $467,000 | – | 16,440 | – | 0.02% | – |
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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% |