FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 133 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,011,780 | +14.1% | 142,110 | +14.5% | 2.23% | +17.0% |
| Q2 2023 | $3,515,137 | +0.2% | 124,166 | -5.7% | 1.91% | -2.3% |
| Q1 2023 | $3,508,719 | +56.0% | 131,656 | +52.5% | 1.95% | +58.4% |
| Q4 2022 | $2,248,802 | +15.0% | 86,326 | +2.1% | 1.23% | +7.8% |
| Q3 2022 | $1,955,000 | +16.1% | 84,542 | +19.8% | 1.14% | +22.5% |
| Q2 2022 | $1,684,000 | -11.4% | 70,556 | -0.0% | 0.93% | -2.0% |
| Q1 2022 | $1,900,000 | +212.5% | 70,564 | +251.3% | 0.95% | +274.8% |
| Q4 2021 | $608,000 | – | 20,085 | – | 0.25% | – |
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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% |