FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 166 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,019,050 | +124.6% | 150,361 | +134.3% | 0.00% | – |
| Q1 2024 | $2,234,190 | -8.7% | 64,164 | -14.0% | 0.00% | – |
| Q4 2023 | $2,446,117 | -1.5% | 74,645 | -15.1% | 0.00% | -100.0% |
| 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 | +112573.0% | 50,000 | 0.0% | 0.00% | – |
| Q3 2022 | $1,156 | -60.2% | 50,000 | -58.9% | 0.00% | -100.0% |
| Q2 2022 | $2,905 | -99.9% | 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. | 213,213 | $5,554,189 | 5.03% |
| Kolinsky Wealth Management, LLC | 122,597 | $3,194 | 3.64% |
| TrueWealth Advisors, LLC | 265,111 | $6,906,139 | 3.02% |
| CASTLE WEALTH MANAGEMENT LLC | 159,967 | $4,167,144 | 2.62% |
| Smart Portfolios, LLC | 46,900 | $1,221,753 | 2.44% |
| Owen LaRue, LLC | 71,842 | $1,900,930 | 2.06% |
| Harvest Investment Services, LLC | 51,806 | $1,349,536 | 1.44% |
| Crumly & Associates Inc. | 145,339 | $3,786,071 | 1.43% |
| Summit Investment Advisory Services, LLC | 43,051 | $1,121,479 | 1.36% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 86,326 | $2,248,802 | 1.23% |