FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 162 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $496,228 | +0.0% | 17,578 | +0.3% | 0.03% | +6.2% |
| Q2 2023 | $496,195 | +4.8% | 17,527 | -1.3% | 0.03% | 0.0% |
| Q1 2023 | $473,269 | +3.1% | 17,758 | +0.7% | 0.03% | -8.6% |
| Q4 2022 | $459,171 | +19.6% | 17,626 | +6.0% | 0.04% | +9.4% |
| Q3 2022 | $384,000 | +0.3% | 16,626 | +3.6% | 0.03% | -17.9% |
| Q2 2022 | $383,000 | -13.5% | 16,046 | +0.8% | 0.04% | +2.6% |
| Q1 2022 | $443,000 | -1.6% | 15,911 | +7.1% | 0.04% | +2.7% |
| Q4 2021 | $450,000 | +166.3% | 14,850 | +147.5% | 0.04% | +164.3% |
| Q3 2021 | $169,000 | – | 6,000 | – | 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% |