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 | $8,167,052 | +8.4% | 289,304 | +8.7% | 0.26% | -0.4% |
| Q2 2023 | $7,533,404 | +5.9% | 266,104 | -0.3% | 0.26% | -8.8% |
| Q1 2023 | $7,115,295 | +19.8% | 266,983 | +17.1% | 0.28% | -6.0% |
| Q4 2022 | $5,940,179 | +52.4% | 228,030 | +35.3% | 0.30% | +33.2% |
| Q3 2022 | $3,897,000 | -2.8% | 168,482 | +0.4% | 0.23% | -1.3% |
| Q2 2022 | $4,008,000 | -10.2% | 167,821 | +4.8% | 0.23% | +3.6% |
| Q1 2022 | $4,461,000 | +814.1% | 160,059 | +893.5% | 0.22% | +860.9% |
| Q4 2021 | $488,000 | – | 16,110 | – | 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% |