FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 153 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,312,836 | -4.1% | 46,505 | -3.8% | 1.13% | +4.2% |
| Q2 2023 | $1,368,930 | +9.4% | 48,355 | +3.0% | 1.08% | +24.6% |
| Q1 2023 | $1,251,437 | +13.6% | 46,957 | +11.0% | 0.87% | +13.6% |
| Q4 2022 | $1,101,707 | +10.3% | 42,292 | -2.1% | 0.77% | +14.2% |
| Q3 2022 | $999,000 | +21.2% | 43,205 | +25.1% | 0.67% | +29.0% |
| Q2 2022 | $824,000 | +5.8% | 34,526 | +23.5% | 0.52% | +5.9% |
| Q1 2022 | $779,000 | – | 27,951 | – | 0.49% | – |
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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% |