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 | $2,542,350 | -3.4% | 90,059 | -3.2% | 0.18% | -2.7% |
Q2 2023 | $2,632,646 | +13.7% | 92,995 | +7.1% | 0.19% | +13.3% |
Q1 2023 | $2,314,475 | +5.1% | 86,845 | +2.7% | 0.17% | +1.2% |
Q4 2022 | $2,202,084 | +17.1% | 84,533 | +4.0% | 0.16% | +5.8% |
Q3 2022 | $1,880,000 | -1.9% | 81,273 | +1.3% | 0.16% | -0.6% |
Q2 2022 | $1,917,000 | -13.6% | 80,261 | +0.8% | 0.16% | +6.8% |
Q1 2022 | $2,220,000 | -3.6% | 79,639 | +4.9% | 0.15% | +0.7% |
Q4 2021 | $2,302,000 | +17.7% | 75,955 | +9.8% | 0.14% | +9.8% |
Q3 2021 | $1,956,000 | +35.1% | 69,183 | +39.0% | 0.13% | +36.1% |
Q2 2021 | $1,448,000 | +13.2% | 49,768 | +10.5% | 0.10% | +6.6% |
Q1 2021 | $1,279,000 | +31.0% | 45,041 | +9.6% | 0.09% | +35.8% |
Q4 2020 | $976,000 | +40.8% | 41,098 | +8.4% | 0.07% | +13.6% |
Q3 2020 | $693,000 | -1.7% | 37,910 | -5.5% | 0.06% | -11.9% |
Q2 2020 | $705,000 | +45.7% | 40,130 | +18.0% | 0.07% | -2.9% |
Q1 2020 | $484,000 | +4.3% | 34,005 | +58.7% | 0.07% | +40.8% |
Q4 2019 | $464,000 | – | 21,430 | – | 0.05% | – |
Download |
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% |