FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 7 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,483,111 | +49.5% | 87,960 | +49.9% | 0.00% | – |
| Q2 2023 | $1,661,344 | -15.4% | 58,684 | -20.4% | 0.00% | – |
| Q1 2023 | $1,963,997 | +50.8% | 73,694 | +47.4% | 0.00% | – |
| Q4 2022 | $1,302,500 | +12.7% | 50,000 | 0.0% | 0.00% | – |
| Q3 2022 | $1,156,000 | -60.2% | 50,000 | -58.9% | 0.00% | -100.0% |
| Q2 2022 | $2,905,000 | -5.4% | 121,648 | +10.4% | 0.00% | 0.0% |
| Q1 2022 | $3,070,000 | +1.3% | 110,172 | +10.2% | 0.00% | 0.0% |
| Q4 2021 | $3,030,000 | +7.2% | 100,000 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $2,827,000 | +1259.1% | 100,000 | +744.4% | 0.00% | – |
| Q2 2020 | $208,000 | – | 11,843 | – | 0.00% | – |
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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% |