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 | $300,650 | -0.3% | 10,650 | 0.0% | 0.04% | +5.3% |
Q2 2023 | $301,502 | +14.3% | 10,650 | +7.6% | 0.04% | +5.6% |
Q1 2023 | $263,842 | +6595950.0% | 9,900 | +6500.0% | 0.04% | +3500.0% |
Q4 2022 | $4 | -99.9% | 150 | 0.0% | 0.00% | – |
Q3 2022 | $3,000 | -98.2% | 150 | -97.9% | 0.00% | -100.0% |
Q2 2022 | $169,000 | – | 7,067 | – | 0.03% | – |
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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% |