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 | $5,925,164 | +8.2% | 209,891 | +8.5% | 0.01% | +14.3% |
| Q2 2023 | $5,475,752 | +11.8% | 193,421 | +5.3% | 0.01% | 0.0% |
| Q1 2023 | $4,896,087 | +20.1% | 183,713 | +17.4% | 0.01% | +16.7% |
| Q4 2022 | $4,075,989 | +57.6% | 156,467 | +39.9% | 0.01% | +20.0% |
| Q3 2022 | $2,587,000 | +55.8% | 111,829 | +60.9% | 0.01% | +66.7% |
| Q2 2022 | $1,660,000 | +906.1% | 69,506 | +1076.3% | 0.00% | – |
| Q1 2022 | $165,000 | +184.5% | 5,909 | +206.5% | 0.00% | – |
| Q4 2021 | $58,000 | +5.5% | 1,928 | 0.0% | 0.00% | – |
| Q3 2021 | $55,000 | -1.8% | 1,928 | 0.0% | 0.00% | – |
| Q2 2021 | $56,000 | – | 1,928 | – | 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% |