FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 133 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $277,728 | -0.2% | 9,838 | +0.1% | 0.03% | +4.0% |
| Q2 2023 | $278,374 | -6.1% | 9,833 | -11.6% | 0.02% | -13.8% |
| Q1 2023 | $296,526 | +14.5% | 11,126 | -0.7% | 0.03% | 0.0% |
| Q3 2022 | $259,000 | -3.0% | 11,204 | +0.0% | 0.03% | -3.3% |
| Q2 2022 | $267,000 | -11.3% | 11,200 | +3.6% | 0.03% | +3.4% |
| Q1 2022 | $301,000 | -4.4% | 10,810 | +3.4% | 0.03% | -3.3% |
| Q4 2021 | $315,000 | +45.8% | 10,459 | +37.0% | 0.03% | +30.4% |
| Q3 2021 | $216,000 | – | 7,635 | – | 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% |