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 | $229,994 | -0.1% | 8,147 | +0.2% | 0.15% | +2.7% |
| Q2 2023 | $230,209 | -5.6% | 8,132 | -11.2% | 0.15% | -11.2% |
| Q1 2023 | $243,964 | +1.6% | 9,154 | -0.7% | 0.17% | -4.5% |
| Q4 2022 | $240,160 | -2.8% | 9,219 | -13.6% | 0.18% | -7.8% |
| Q3 2022 | $247,000 | -19.3% | 10,673 | -16.8% | 0.19% | -15.4% |
| Q2 2022 | $306,000 | -14.0% | 12,822 | +0.4% | 0.23% | -0.4% |
| Q1 2022 | $356,000 | +32.8% | 12,772 | +44.5% | 0.23% | +36.5% |
| Q4 2021 | $268,000 | – | 8,840 | – | 0.17% | – |
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% |