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%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,029,954 | +83.4% | 567,834 | +83.9% | 0.06% | +90.6% |
| Q2 2023 | $8,742,270 | +95.6% | 308,805 | +84.1% | 0.03% | +77.8% |
| Q1 2023 | $4,469,322 | +33.0% | 167,700 | +30.0% | 0.02% | +20.0% |
| Q4 2022 | $3,361,362 | +6124.7% | 129,035 | +5414.3% | 0.02% | – |
| Q3 2022 | $54,000 | +17.4% | 2,340 | +20.6% | 0.00% | – |
| Q2 2022 | $46,000 | -14.8% | 1,940 | 0.0% | 0.00% | – |
| Q1 2022 | $54,000 | +237.5% | 1,940 | +276.7% | 0.00% | – |
| Q4 2021 | $16,000 | +6.7% | 515 | 0.0% | 0.00% | – |
| Q3 2021 | $15,000 | – | 515 | – | 0.00% | – |
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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% |