FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 176 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,688,908 | -4.6% | 166,097 | -4.4% | 1.21% | +0.1% |
| Q2 2023 | $4,916,198 | +4.1% | 173,656 | -2.0% | 1.21% | +4.3% |
| Q1 2023 | $4,722,678 | +80.4% | 177,207 | +76.4% | 1.16% | +68.5% |
| Q4 2022 | $2,617,177 | +16.5% | 100,467 | +3.4% | 0.69% | +14.0% |
| Q3 2022 | $2,247,000 | +4.8% | 97,133 | +8.2% | 0.60% | +1.2% |
| Q2 2022 | $2,145,000 | -4.0% | 89,805 | +12.0% | 0.60% | +1.5% |
| Q1 2022 | $2,234,000 | – | 80,168 | – | 0.59% | – |
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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% |