FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 51 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,458,821 | -2.2% | 87,099 | -1.9% | 0.09% | +2.2% |
| Q2 2023 | $2,513,464 | +29.4% | 88,783 | +21.8% | 0.09% | +38.5% |
| Q1 2023 | $1,942,417 | -38.8% | 72,884 | -40.2% | 0.06% | -43.0% |
| Q4 2022 | $3,176,108 | -2.7% | 121,923 | -13.6% | 0.11% | -8.1% |
| Q3 2022 | $3,263,000 | +27.7% | 141,080 | +31.9% | 0.12% | +39.3% |
| Q2 2022 | $2,555,000 | +1.2% | 106,996 | +18.1% | 0.09% | +17.1% |
| Q1 2022 | $2,524,000 | +660.2% | 90,568 | +727.3% | 0.08% | +744.4% |
| Q4 2021 | $332,000 | +8.5% | 10,947 | +1.0% | 0.01% | 0.0% |
| Q3 2021 | $306,000 | -4.4% | 10,841 | -1.4% | 0.01% | -10.0% |
| Q2 2021 | $320,000 | +13.9% | 10,995 | +11.2% | 0.01% | +11.1% |
| Q1 2021 | $281,000 | – | 9,890 | – | 0.01% | – |
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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% |