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 | $396,108 | +16.6% | 14,031 | +16.9% | 0.14% | +22.3% |
| Q2 2023 | $339,697 | +17.5% | 11,999 | +10.6% | 0.11% | +20.4% |
| Q1 2023 | $289,041 | -0.6% | 10,846 | -2.9% | 0.09% | -1.1% |
| Q4 2022 | $290,910 | -1.4% | 11,167 | -12.5% | 0.09% | -9.6% |
| Q3 2022 | $295,000 | +35.9% | 12,766 | +40.4% | 0.10% | +48.6% |
| Q2 2022 | $217,000 | -30.0% | 9,090 | -18.4% | 0.07% | -16.7% |
| Q1 2022 | $310,000 | – | 11,134 | – | 0.08% | – |
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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% |