DAVENPORT & Co LLC - 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 176 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

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Quarter-by-quarter ownership
DAVENPORT & Co LLC ownership history of FIRST TR EXCHANGE-TRADED FD
ValueSharesWeighting
Q3 2023$353,437
+26.0%
12,520
+26.4%
0.00%
+50.0%
Q2 2023$280,410
-0.7%
9,905
-6.5%
0.00%0.0%
Q1 2023$282,470
+10.3%
10,599
+7.8%
0.00%0.0%
Q4 2022$256,000
+12.8%
9,8320.0%0.00%0.0%
Q3 2022$227,000–9,832–0.00%–
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Other shareholders
FIRST TR EXCHANGE-TRADED FD shareholders Q3 2023
NameSharesValueWeighting ↓
Ergawealth Advisors, Inc. 259,769$7,333,2795.06%
TrueWealth Advisors, LLC 298,560$8,428,3503.56%
Kolinsky Wealth Management, LLC 122,709$3,464,0803.44%
Owen LaRue, LLC 88,237$2,490,9432.74%
FSB PREMIER WEALTH MANAGEMENT, INC. 142,110$4,011,7802.23%
SignalPoint Asset Management, LLC 140,122$3,955,6441.26%
TAP Consulting, LLC 166,097$4,688,9081.21%
PSI Advisors, LLC 98,170$2,771,3441.20%
Per Stirling Capital Management, LLC. 197,827$5,584,6421.16%
CHIRON CAPITAL MANAGEMENT, LLC 46,505$1,312,8361.13%
View complete list of FIRST TR EXCHANGE-TRADED FD shareholders