Allworth Financial LP - FIRST TR EXCHANGE-TRADED FD ownership

FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 143 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Allworth Financial LP ownership history of FIRST TR EXCHANGE-TRADED FD
ValueSharesWeighting
Q3 2023$323,845
-0.3%
11,4720.0%0.00%0.0%
Q2 2023$324,762
+2.8%
11,472
-3.2%
0.00%0.0%
Q1 2023$315,929
-27.4%
11,854
-29.0%
0.00%
-40.0%
Q4 2022$434,884
-91.3%
16,694
-92.3%
0.01%
-92.1%
Q3 2022$4,985,000215,5160.06%
Other shareholders
FIRST TR EXCHANGE-TRADED FD shareholders Q3 2022
NameSharesValueWeighting ↓
Kolinsky Wealth Management, LLC 122,988$2,845,0003.56%
Prostatis Group LLC 120,832$2,794,8403.22%
TrueWealth Advisors, LLC 266,376$6,161,0002.92%
CASTLE WEALTH MANAGEMENT LLC 142,995$3,307,0002.01%
Crumly & Associates Inc. 194,204$4,492,0001.85%
Aprio Wealth Management, LLC 186,387$4,311,0001.73%
Harvest Investment Services, LLC 47,158$1,090,0001.34%
FSB PREMIER WEALTH MANAGEMENT, INC. 84,542$1,955,0001.14%
Cherry Creek Investment Advisors, Inc. 42,566$985,0000.82%
Altus Wealth Group LLC 28,088$794,0000.79%
View complete list of FIRST TR EXCHANGE-TRADED FD shareholders