FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 145 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $61,178,813 | +259.8% | 2,167,156 | +260.8% | 0.10% | +264.3% |
| Q2 2023 | $17,005,776 | +87.2% | 600,699 | +76.2% | 0.03% | +75.0% |
| Q1 2023 | $9,085,928 | -5.9% | 340,926 | -8.0% | 0.02% | -5.9% |
| Q4 2022 | $9,652,219 | -39.4% | 370,527 | -46.2% | 0.02% | -45.2% |
| Q3 2022 | $15,929,000 | -6.0% | 688,677 | -2.9% | 0.03% | 0.0% |
| Q2 2022 | $16,942,000 | +12.8% | 709,478 | +31.6% | 0.03% | +29.2% |
| Q1 2022 | $15,024,000 | +60.6% | 539,077 | +74.6% | 0.02% | +71.4% |
| Q4 2021 | $9,356,000 | +227.1% | 308,730 | +205.1% | 0.01% | +180.0% |
| Q3 2021 | $2,860,000 | +12.2% | 101,176 | +15.5% | 0.01% | +25.0% |
| Q2 2021 | $2,548,000 | – | 87,565 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ergawealth Advisors, Inc. | 225,369 | $6,006,249 | 4.89% |
| Kolinsky Wealth Management, LLC | 126,659 | $3,376 | 3.58% |
| CASTLE WEALTH MANAGEMENT LLC | 167,879 | $4,474,092 | 3.46% |
| TrueWealth Advisors, LLC | 292,485 | $7,794,934 | 3.27% |
| Smart Portfolios, LLC | 46,788 | $1,246,939 | 2.20% |
| Owen LaRue, LLC | 71,842 | $1,900,930 | 2.06% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 131,656 | $3,508,719 | 1.95% |
| Crumly & Associates Inc. | 131,884 | $3,514,797 | 1.53% |
| TAP Consulting, LLC | 177,207 | $4,722,678 | 1.16% |
| Harvest Investment Services, LLC | 53,987 | $1,438,798 | 1.11% |