FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 143 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $56,147,577 | -1.5% | 1,988,933 | -1.2% | 0.05% | 0.0% |
| Q2 2023 | $57,004,934 | +6.4% | 2,013,597 | +0.2% | 0.05% | 0.0% |
| Q1 2023 | $53,565,131 | +8.4% | 2,009,896 | +5.9% | 0.05% | +4.4% |
| Q4 2022 | $49,431,484 | +16.0% | 1,897,556 | +3.0% | 0.04% | +4.7% |
| Q3 2022 | $42,627,000 | -9.1% | 1,842,947 | -6.1% | 0.04% | -6.5% |
| Q2 2022 | $46,881,000 | -14.0% | 1,963,185 | +0.4% | 0.05% | 0.0% |
| Q1 2022 | $54,485,000 | +88.2% | 1,954,952 | +104.6% | 0.05% | +100.0% |
| Q4 2021 | $28,949,000 | +117.1% | 955,298 | +102.5% | 0.02% | +91.7% |
| Q3 2021 | $13,337,000 | +343.1% | 471,776 | +356.1% | 0.01% | +300.0% |
| Q2 2021 | $3,010,000 | – | 103,441 | – | 0.00% | – |
Download | ||||||
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% |