FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 145 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $545,911 | +4.6% | 19,338 | +4.9% | 0.02% | +25.0% |
| Q2 2023 | $521,896 | +5.7% | 18,435 | -0.5% | 0.01% | -7.7% |
| Q1 2023 | $493,777 | -2.1% | 18,528 | -4.3% | 0.01% | -7.1% |
| Q4 2022 | $504,272 | -5.4% | 19,358 | -16.0% | 0.01% | -12.5% |
| Q3 2022 | $533,000 | -4.3% | 23,039 | -1.2% | 0.02% | -30.4% |
| Q2 2022 | $557,000 | +0.5% | 23,322 | +17.5% | 0.02% | +27.8% |
| Q1 2022 | $554,000 | – | 19,843 | – | 0.02% | – |
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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% |