FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 8 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,564,000 | +110.2% | 72,188 | +96.9% | 0.01% | +100.0% |
| Q3 2019 | $744,000 | +56.6% | 36,655 | +58.9% | 0.01% | +66.7% |
| Q2 2019 | $475,000 | +79.2% | 23,070 | +73.2% | 0.00% | +50.0% |
| Q1 2019 | $265,000 | +476.1% | 13,320 | +412.1% | 0.00% | – |
| Q4 2018 | $46,000 | -35.2% | 2,601 | -22.5% | 0.00% | -100.0% |
| Q3 2018 | $71,000 | – | 3,358 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kolinsky Wealth Management, LLC | 122,988 | $2,845,000 | 3.56% |
| Prostatis Group LLC | 120,832 | $2,794,840 | 3.22% |
| TrueWealth Advisors, LLC | 266,376 | $6,161,000 | 2.92% |
| CASTLE WEALTH MANAGEMENT LLC | 142,995 | $3,307,000 | 2.01% |
| Crumly & Associates Inc. | 194,204 | $4,492,000 | 1.85% |
| Aprio Wealth Management, LLC | 186,387 | $4,311,000 | 1.73% |
| Harvest Investment Services, LLC | 47,158 | $1,090,000 | 1.34% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 84,542 | $1,955,000 | 1.14% |
| Cherry Creek Investment Advisors, Inc. | 42,566 | $985,000 | 0.82% |
| Altus Wealth Group LLC | 28,088 | $794,000 | 0.79% |