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 | $5,718,000 | +472.4% | 202,969 | +472.3% | 0.01% | +450.0% |
| Q2 2023 | $999,000 | +19.4% | 35,464 | +13.4% | 0.00% | 0.0% |
| Q1 2023 | $837,000 | +16.2% | 31,283 | +13.1% | 0.00% | 0.0% |
| Q4 2022 | $720,000 | +104.0% | 27,665 | +81.5% | 0.00% | +100.0% |
| Q3 2022 | $353,000 | +23.9% | 15,241 | +27.2% | 0.00% | 0.0% |
| Q2 2022 | $285,000 | -13.4% | 11,984 | +1.0% | 0.00% | 0.0% |
| Q1 2022 | $329,000 | – | 11,866 | – | 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% |