FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 23 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,322,832 | -12.6% | 46,858 | -23.5% | 0.06% | +78.8% |
| Q2 2023 | $1,512,977 | +122.6% | 61,254 | +90.0% | 0.03% | +10.0% |
| Q1 2023 | $679,817 | +41226.3% | 32,234 | -58.6% | 0.03% | -31.8% |
| Q4 2022 | $1,645 | -99.9% | 77,780 | +3.5% | 0.04% | +7.3% |
| Q3 2022 | $1,588,000 | -17.1% | 75,183 | -17.2% | 0.04% | -31.7% |
| Q2 2022 | $1,916,000 | -10.1% | 90,811 | -10.2% | 0.06% | +122.2% |
| Q1 2022 | $2,132,000 | – | 101,150 | – | 0.03% | – |
| Q2 2021 | $0 | – | 0 | – | 0.00% | – |
| Q1 2021 | $0 | – | 0 | – | 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% |