FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 133 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,368,094 | +13.2% | 48,462 | +13.5% | 0.05% | +4.3% |
Q2 2023 | $1,208,513 | +5.9% | 42,689 | -0.3% | 0.05% | -2.1% |
Q1 2023 | $1,140,657 | +14.3% | 42,800 | +11.7% | 0.05% | +11.6% |
Q4 2022 | $998,297 | +18.6% | 38,322 | +5.2% | 0.04% | +7.5% |
Q3 2022 | $842,000 | -14.5% | 36,425 | -11.7% | 0.04% | -14.9% |
Q2 2022 | $985,000 | +44.2% | 41,247 | +83.1% | 0.05% | +67.9% |
Q4 2021 | $683,000 | – | 22,526 | – | 0.03% | – |
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% |