FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 88 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,098,008 | +2.1% | 216,012 | +2.4% | 0.04% | -7.3% |
| Q2 2023 | $5,970,186 | -3.0% | 210,886 | -8.7% | 0.04% | -8.9% |
| Q1 2023 | $6,157,445 | -17.4% | 231,043 | -19.2% | 0.04% | -25.0% |
| Q4 2022 | $7,450,820 | +30.4% | 286,020 | +15.7% | 0.06% | -15.5% |
| Q3 2022 | $5,716,000 | +16.0% | 247,110 | +19.8% | 0.07% | +12.7% |
| Q2 2022 | $4,926,000 | -9.6% | 206,283 | +5.5% | 0.06% | -4.5% |
| Q1 2022 | $5,447,000 | -10.3% | 195,452 | -2.5% | 0.07% | -10.8% |
| Q4 2021 | $6,073,000 | +11.3% | 200,392 | +3.9% | 0.07% | 0.0% |
| Q3 2021 | $5,455,000 | +170.0% | 192,950 | +177.9% | 0.07% | +164.3% |
| Q2 2021 | $2,020,000 | +347.9% | 69,423 | +337.1% | 0.03% | +180.0% |
| Q1 2021 | $451,000 | – | 15,881 | – | 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% |