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 | $1,872,556 | -7.3% | 66,332 | -7.0% | 0.12% | -1.6% |
| Q2 2023 | $2,019,403 | -15.9% | 71,332 | -20.8% | 0.12% | -20.6% |
| Q1 2023 | $2,401,358 | -13.7% | 90,105 | -15.7% | 0.16% | -20.9% |
| Q4 2022 | $2,783,081 | +133381.1% | 106,836 | +18.5% | 0.20% | +20.2% |
| Q3 2022 | $2,085 | +2.6% | 90,139 | +5.9% | 0.16% | +1.2% |
| Q2 2022 | $2,032 | -7.2% | 85,093 | +8.3% | 0.16% | +8.8% |
| Q1 2022 | $2,189 | +50.4% | 78,558 | +63.6% | 0.15% | +31.0% |
| Q4 2021 | $1,455 | – | 48,012 | – | 0.11% | – |
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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% |