FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 328 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $794,275 | +5.7% | 23,795 | +10.2% | 0.01% | 0.0% |
| Q1 2024 | $751,597 | +52.3% | 21,585 | +43.3% | 0.01% | +66.7% |
| Q4 2023 | $493,575 | +39.7% | 15,062 | +20.3% | 0.00% | 0.0% |
| 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% | 9,832 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $227,000 | – | 9,832 | – | 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% |