FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 42 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $502,807 | -10.7% | 17,912 | -15.1% | 0.07% | -15.9% |
| Q1 2023 | $563,323 | -12.9% | 21,094 | -14.9% | 0.08% | +22.4% |
| Q4 2022 | $646,524 | +35.3% | 24,785 | +20.2% | 0.07% | -35.0% |
| Q3 2022 | $478,000 | -29.7% | 20,615 | -14.4% | 0.10% | -16.3% |
| Q1 2022 | $680,000 | -3.4% | 24,080 | +5.1% | 0.12% | 0.0% |
| Q4 2021 | $704,000 | +31.6% | 22,914 | +23.3% | 0.12% | +29.5% |
| Q3 2021 | $535,000 | +80.7% | 18,589 | +88.9% | 0.10% | +72.7% |
| Q2 2021 | $296,000 | – | 9,839 | – | 0.06% | – |
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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% |