FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 42 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $32,764,236 | +4.5% | 1,160,618 | +4.8% | 0.02% | +7.1% |
| Q2 2023 | $31,339,051 | +48.8% | 1,106,996 | +40.1% | 0.01% | +40.0% |
| Q1 2023 | $21,062,076 | -4.0% | 790,301 | -6.2% | 0.01% | -9.1% |
| Q4 2022 | $21,937,405 | -17.1% | 842,127 | -26.4% | 0.01% | -26.7% |
| Q3 2022 | $26,450,000 | +10.4% | 1,143,539 | +14.0% | 0.02% | +15.4% |
| Q2 2022 | $23,955,000 | -5.9% | 1,003,136 | +9.9% | 0.01% | 0.0% |
| Q1 2022 | $25,446,000 | +356.0% | 913,038 | +395.8% | 0.01% | +333.3% |
| Q4 2021 | $5,580,000 | +270.5% | 184,146 | +245.8% | 0.00% | +200.0% |
| Q3 2021 | $1,506,000 | +11.8% | 53,258 | +15.0% | 0.00% | 0.0% |
| Q2 2021 | $1,347,000 | +318.3% | 46,297 | +308.9% | 0.00% | – |
| Q1 2021 | $322,000 | – | 11,322 | – | 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% |