FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 88 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $687,868 | +22.5% | 24,367 | +22.8% | 0.05% | +3.9% |
| Q2 2023 | $561,531 | +6.2% | 19,835 | +0.0% | 0.05% | +50.0% |
| Q1 2023 | $528,520 | -56.5% | 19,831 | -57.5% | 0.03% | -72.1% |
| Q4 2022 | $1,216,115 | -24.4% | 46,684 | -32.9% | 0.12% | +96.8% |
| Q3 2022 | $1,609,000 | -11.5% | 69,588 | -8.6% | 0.06% | -75.3% |
| Q2 2022 | $1,818,000 | -52.0% | 76,117 | -43.9% | 0.25% | -38.3% |
| Q1 2022 | $3,784,000 | +17.4% | 135,774 | +27.6% | 0.41% | +21.9% |
| Q4 2021 | $3,224,000 | +18.4% | 106,385 | +15.3% | 0.33% | -3.2% |
| Q3 2021 | $2,723,000 | – | 92,259 | – | 0.34% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RiverTree Advisors, LLC | 292,510 | $8,152,000 | 5.49% |
| Crumly & Associates Inc. | 357,600 | $9,966,000 | 3.74% |
| Kolinsky Wealth Management, LLC | 130,197 | $3,629,000 | 3.56% |
| PCG Wealth Advisors, LLC | 143,992 | $4,013,000 | 2.55% |
| Aprio Wealth Management, LLC | 172,611 | $4,811,000 | 1.83% |
| Smart Portfolios, LLC | 40,196 | $1,120,000 | 1.77% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 70,564 | $1,900,000 | 0.95% |
| Regal Investment Advisors LLC | 331,887 | $9,249,000 | 0.85% |
| Harvest Investment Services, LLC | 49,448 | $1,378,000 | 0.82% |
| Altus Wealth Group LLC | 28,046 | $782,000 | 0.64% |