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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $295,045 | +10.1% | 11,326 | -2.4% | 0.10% | +531.2% |
| Q3 2022 | $268,000 | -3.6% | 11,607 | -0.2% | 0.02% | 0.0% |
| Q2 2022 | $278,000 | -16.0% | 11,629 | -2.1% | 0.02% | 0.0% |
| Q1 2022 | $331,000 | -82.2% | 11,877 | -80.7% | 0.02% | -82.6% |
| Q4 2021 | $1,863,000 | +19.5% | 61,475 | +11.5% | 0.09% | +5.7% |
| Q3 2021 | $1,559,000 | +7.1% | 55,142 | +10.2% | 0.09% | +8.8% |
| Q2 2021 | $1,456,000 | – | 50,031 | – | 0.08% | – |
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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% |